Editor @a16zfrontier Worked: @ucpress, @harvardbiz, @princetonupress Wrote: https://xitter.cf/t.co/WrInRWu3Yq These are hardly even my views...

Joined May 2012
Tim Sullivan retweeted
A few reflections on the lattice vs. hash-only debate that our recent Aerie post sparked: 1. Cryptographic ossification for blockchains was never safe. Until the day we know with certainty that P ≠ NP, that finding short vectors in lattices is intractable, that Keccak effectively behaves like a random oracle in deployed SNARKs, and that every single bug has been eliminated from our codebases, blockchains cannot ossify. That is simply not how safe systems are built. Issues will arise, and the system will have to respond. It’s a double standard to reject lattices because blockchains are hard to upgrade if lattices break, while counting on upgrades if AI breaks your hash function or finds a critical zkVM bug. The best counterargument is that hash-only designs are more agile: if your hash function breaks, just swap out the hash. But we must aspire to a higher level of agility than this. Indeed, as I cover next, if SNARK recursion itself turns out to degrade security, the proposed hash-only blockchain designs would need to be rethought from the ground up. 2. The real security debate is not lattices vs. hashes — it is lattices vs. building everything on SNARK recursion. That’s because “hash-only” is not really hash-only: it rests on hashes plus the soundness of deep SNARK recursion. Ethereum’s roadmap relies on exactly that: hash-based aggregation needs recursion to keep up with a slot’s worth of signatures, and EIP-8288 would send other signature schemes and users’ own proofs through the same recursive pipeline. In contrast, Aerie proves a slot’s worth of signatures on one laptop without any recursion. All deployed post-quantum SNARKs rely on the Random Oracle Methodology (via Fiat–Shamir) to establish their security. This is an idealization we know fails in the real world: we have explicit counterexamples where “SNARKs” coming out of this methodology are totally insecure when instantiated with any concrete hash function. We generally ignore these counterexamples in part because they only arise when proving contrived, self-referential statements about the very hash function used by the SNARK verifier. But proving statements about the verifier’s own hash function is the exact thing you do in SNARK recursion. That’s why the security of recursive SNARKs can’t be established even in the random oracle model. On top of that, the standard security proofs for recursion (in other models) suffer an “extractor runtime” blowup that is exponential in the recursion depth, suggesting that security may degrade as more recursion is applied. Yet Ethereum’s own EIP-8288 enables unlimited-depth recursion, even as it lists soundness of recursive SNARKs as a trust assumption. Proofs in more idealized models avoid the blowup, but they mainly tell us that an attack on SNARK recursion would have to exploit the concrete hash function, which is exactly what the Fiat–Shamir attacks above do. To be clear, we don’t know of any outright attacks on SNARK recursion, and I very much hope it is secure. But some of us who have studied the question have a lingering sense that an attack may be possible in some settings. And if AI is going to supercharge cryptanalysis, there is no reason to expect it to spare Fiat–Shamir for SNARKs, let alone SNARK recursion, both of which have had far less scrutiny than lattices. So, I do not concede that a “recursion everywhere” hash-only approach is clearly more conservative than one built on standard lattice assumptions. 3. “Just wrap everything in a hash-based SNARK” (like EIP-8288) faces challenges. Aggregating signatures and proofs off-chain into a single block-level proof is a powerful design independent of the hash-only vs. lattice debate, and I am not telling people to avoid it. But claiming, as Vitalik Buterin did this week, that users can run whatever cryptography they want locally and wrap it in a client-side leanVM proof glosses over major hurdles. For example, leanVM today is a minimal VM designed almost entirely to prove hash-based signatures and recursion, not general-purpose computation. And binary-field SNARKs like leanVM remain slow at proving the integer multiplications that lattice cryptography does en masse. I am optimistic that many of these zkVM challenges can be met (including via my own work, binary-field Twist and Shout, which are now implemented in Magnetar). But regardless, if lattices can make aggregation simpler and faster, then they should be leveraged. We need to be agile no matter what. 4. For chains whose reason for existence is privacy, I truly struggle to understand the pushback. Public-key encryption (and fast single-server PIR) cannot be built from hashes alone, at least not in any black-box way. If lattices break, it is going to be very, very hard for these chains to provide acceptable levels of privacy and functionality. For a project whose entire reason for existence is privacy, a loss of confidentiality is an existential failure. Next to that, a second signature upgrade (after the first one, from elliptic curves alone to, hopefully, a hybrid lattice scheme) is easy. Summary: We don’t know for sure what is secure and what isn’t. We are all weighing unquantifiable risks against each other, and we do not need to agree on a total order on them. But hash-only solutions face many open engineering challenges, and they are not more “conservative” in the way some have argued. Some of those challenges are entirely prosaic and have nothing to do with bugs or cryptography, like hardware support for custom schemes whose hash function is still undecided. I hope we can overcome those challenges within the appropriate timelines, but they must be acknowledged and portrayed realistically. Overall, cryptographic agility and defense in depth (e.g., hybrid signatures) are the answer, which is why we are building both lattice-Jolt and hash-Jolt. In practice, the positions are less polarized than social media discourse suggests: for example, StarkWare is working to make Falcon verification cheap (falcon.provably.fast/), which is great to see. Here is the (apparently) controversial take I am sticking to: Conditioned on agility, whenever lattices make systems simpler or more functional, we should embrace them rather than default to “hash-only” designs. Lattices are what the rest of the world will depend on, with decades of study and hardening behind them, and at the system level, less functional often means less secure. Where hash-only designs are just as simple and functional, by all means use them.
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Tim Sullivan retweeted
I wanted to screenshot this for those historians of AI and technology in the future. The day after OpenAI's mathplosion, it was nowhere to be found on the front page of the New York Times.
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Tim Sullivan retweeted
A principled interpretation of the law will yield durable success for crypto. An unprincipled interpretation of the law will only cause the pendulum to swing back harder. Network tokens are defensible. Company-backed tokens aren’t. a16zcrypto.com/posts/article…
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Tim Sullivan retweeted
Replying to @gbrl_dick
Bay area podcaster: "I used to have a glass of wine once every few weeks, but it made me feel so unproductive. I just couldn't get what I need done. So I've completely cut alcohol from my life" Xi: *drinks, smokes and eats* *runs China*
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Tim Sullivan retweeted
new National album just dropped
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Tim Sullivan retweeted
One step closer. This draft reflects important additional bipartisan compromises and a lot of effort from congressional staffers. This is the best version of market structure yet.
BREAKING: The Senate has just released the latest version of the CLARITY Act. The next vote to move the bill forward will be Tuesday, September 15th at 2:15pm ET.
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Tim Sullivan retweeted
Imagine if we had regulations for the iPhone Duo but not for cell towers. Crypto needs CLARITY
We have rules for stablecoins. What about the blockchains underneath them? "It’s like having a regulatory framework for cell phones, but not for cell towers.” @cdixon on how CLARITY would do for blockchains what GENIUS did for stablecoins.
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Tim Sullivan retweeted
René Girard, the quote of our times
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Tim Sullivan retweeted
How does Satoshi prove they're Satoshi after quantum computers arrive? According to @danboneh, the answer is leaving a cryptographic note onchain today, then opening it in 100 years.
Can a sufficiently powerful quantum computer forge the signatures used to authorize Bitcoin and Ethereum transactions? What would it take to upgrade both networks before that happens? In this new lecture, Stanford cryptographer @danboneh explores why blockchains may turn to signatures built from hash functions. He also presents new research on threshold signing. The talk ends with the questions Bitcoin still has to answer, including whether post-quantum signatures will require larger blocks, what happens to abandoned coins, and how someone such as Satoshi could prove ownership after Bitcoin’s current signatures have been retired. 00:00 Why blockchains need to prepare for quantum computers 03:05 Why Bitcoin may bet on hash-based signatures 06:25 The “big footgun” in stateful signatures 08:58 A quantum-safe signature that takes one billion hashes 14:13 Inside SLH-DSA’s virtual tree 20:30 How Bitcoin and Ethereum could make the switch 23:48 What happens when a wallet loses its state? 32:47 Can threshold signing survive the quantum transition? 36:39 How to hide lattice cryptography from the blockchain 38:49 Why threshold one-time signatures seem impossible 45:36 How context prevents forged signatures 49:37 The forgotten idea behind Winternitz signatures 54:50 Turning one-time signatures into threshold signatures 1:04:27 Will quantum-safe signatures require bigger Bitcoin blocks? 1:06:26 Abandoned bitcoin and Satoshi’s recovery problem
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Tim Sullivan retweeted
If you're upset that a prominent person used AI to draft their op-ed, wait'll you hear about another spooky phenomenon called ghost writers 👻
In a statement, WSJ opinion editor Paul Gigot defends Druckenmiller's use of AI to write Monday's op ed, saying "AI is a fact of modern life," and "nobody can doubt that his op-ed is his genuine opinion."
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Tim Sullivan retweeted
Denis Villeneuve and I will discuss language and neural nets as a technology for discovery, storytelling, and relation, followed by the screening of Arrival at its 10th anniversary. Tickets are now on sale for our November 2 event at the Academy Museum (link below).
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Tim Sullivan retweeted
This week is one of the most consequential for the CLARITY Act and the future of crypto in America. @pmarca, @rhackett, and I discuss what the bill does, why it matters, and some common misconceptions.
Crypto is at a pivotal moment. As Congress debates landmark market structure legislation, Marc Andreessen and Chris Dixon discuss the decisions that could shape where the next generation of financial infrastructure is built, and whether the United States remains the global leader in crypto innovation: 00:00 Intro 05:31 From crypto subculture to financial infrastructure 08:37 Why crypto needs rules now 12:20 The regulatory war on crypto 15:41 How CLARITY could prevent another FTX 22:42 Why criminals using crypto may be easier to catch 26:20 Privacy, blockchains, and the invention of HTTPS 30:41 Government ethics and crypto 34:52 The banking lobby’s stablecoin fight 37:05 Why every major bank is building on blockchains 41:04 Developer liability as a killshot 45:23 How CLARITY provides oversight 49:30 What happens if CLARITY fails? 50:50 Regulation vs. innovation 54:12 Why America should lead 55:36 What CLARITY could unlock @pmarca @cdixon @rhackett
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School of Social Science @the_IAS call for applications for residential fellows in 2027-28. Annual theme: Understanding AI. Applications due Oct 15. ias.edu/sites/default/files/…
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Tim Sullivan retweeted
The current rulebook in crypto can favor bad actors, leave consumers exposed, and let regulators make it up as they go. CLARITY is better.
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Tim Sullivan retweeted
For the past few months I've been building the thing I kept wishing existed: an app that answers "what's for dinner" and does the grocery run. This week it placed our first real order.
A week of dinners. One grocery cart. Four minutes. I built Dish With Me because “what’s for dinner” was a nightly negotiation. It plans the week around how your household eats, then fills your Instacart cart in one tap. This week: our first real order, through my own app. 🥕
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Tim Sullivan retweeted
Marc Andreessen: “We need a stable, permanent regulatory structure for crypto in the US.” “We need it so that it doesn’t result in more FTXs. And we need it so that people’s money doesn’t get stolen.” “We’re not looking for a free lunch. We’re not looking for subsidies. We’re not looking for protectionism. We’re just looking for a basically permanent framework that lets people do business in a responsible way.” @pmarca on why the US needs the kind of permanent crypto framework the CLARITY Act would create.
Crypto is at a pivotal moment. As Congress debates landmark market structure legislation, Marc Andreessen and Chris Dixon discuss the decisions that could shape where the next generation of financial infrastructure is built, and whether the United States remains the global leader in crypto innovation: 00:00 Intro 05:31 From crypto subculture to financial infrastructure 08:37 Why crypto needs rules now 12:20 The regulatory war on crypto 15:41 How CLARITY could prevent another FTX 22:42 Why criminals using crypto may be easier to catch 26:20 Privacy, blockchains, and the invention of HTTPS 30:41 Government ethics and crypto 34:52 The banking lobby’s stablecoin fight 37:05 Why every major bank is building on blockchains 41:04 Developer liability as a killshot 45:23 How CLARITY provides oversight 49:30 What happens if CLARITY fails? 50:50 Regulation vs. innovation 54:12 Why America should lead 55:36 What CLARITY could unlock @pmarca @cdixon @rhackett
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Tim Sullivan retweeted
Crypto is at a pivotal moment. As Congress debates landmark market structure legislation, Marc Andreessen and Chris Dixon discuss the decisions that could shape where the next generation of financial infrastructure is built, and whether the United States remains the global leader in crypto innovation: 00:00 Intro 05:31 From crypto subculture to financial infrastructure 08:37 Why crypto needs rules now 12:20 The regulatory war on crypto 15:41 How CLARITY could prevent another FTX 22:42 Why criminals using crypto may be easier to catch 26:20 Privacy, blockchains, and the invention of HTTPS 30:41 Government ethics and crypto 34:52 The banking lobby’s stablecoin fight 37:05 Why every major bank is building on blockchains 41:04 Developer liability as a killshot 45:23 How CLARITY provides oversight 49:30 What happens if CLARITY fails? 50:50 Regulation vs. innovation 54:12 Why America should lead 55:36 What CLARITY could unlock @pmarca @cdixon @rhackett
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Tim Sullivan retweeted
going to be honest: I only just realized that everyone talking about hyrox has not, in fact, been talking about hyrax (pictured) and I’m so disappointed. I once heard someone say “I’m emotionally dependent on hyrox” and I was like “yeah I can totally see that.”
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Tim Sullivan retweeted
The evolution of business from individuals to companies took centuries. Networks are what comes next.
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