Conan

From Data Dystopia to Data Utopia

@bindureddy Google will win the AI race in the West, China on Earth and SpaceX in space

We’re hosting a house party during GTC tomorrow. Featuring founders, researchers & investors from: @AnumaAI @axisrobotics @Rena_labs & eaHash (and friends!) @photon_hq team will be there. Come chat with us about agent messaging solutions! Spots are limited. RSVP ⬇️

Now, the quantum resistance roadmap. Today, four things in Ethereum are quantum-vulnerable: * consensus-layer BLS signatures * data availability (KZG commitments+proofs) * EOA signatures (ECDSA) * Application-layer ZK proofs (KZG or groth16) We can tackle these step by step: ## Consensus-layer signatures Lean consensus includes fully replacing BLS signatures with hash-based signatures (some variant of Winternitz), and using STARKs to do aggregation. Before lean finality, we stand a good chance of getting the Lean available chain. This also involves hash-based signatures, but there are much fewer signatures (eg. 256-1024 per slot), so we do not need STARKs for aggregation. One important thing upstream of this is choosing the hash function. This may be "Ethereum's last hash function", so it's important to choose wisely. Conventional hashes are too slow, and the most aggressive forms of Poseidon have taken hits on their security analysis recently. Likely options are: * Poseidon2 plus extra rounds, potentially non-arithmetic layers (eg. Monolith) mixed in * Poseidon1 (the older version of Poseidon, not vulnerable to any of the recent attacks on Poseidon2, but 2x slower) * BLAKE3 or similar (take the most efficient conventional hash we know) ## Data availability Today, we rely pretty heavily on KZG for erasure coding. We could move to STARKs, but this has two problems: 1. If we want to do 2D DAS, then our current setup for this relies on the "linearity" property of KZG commitments; with STARKs we don't have that. However, our current thinking is that it should be sufficient given our scale targets to just max out 1D DAS (ie. PeerDAS). Ethereum is taking a more conservative posture, it's not trying to be a high-scale data layer for the world. 2. We need proofs that erasure coded blobs are correctly constructed. KZG does this "for free". STARKs can substitute, but a STARK is ... bigger than a blob. So you need recursive starks (though there's also alternative techniques, that have their own tradeoffs). This is okay, but the logistics of this get harder if you want to support distributed blob selection. Summary: it's manageable, but there's a lot of engineering work to do. ## EOA signatures Here, the answer is clear: we add native AA (see eips.ethereum.org/EIPS/eip-8141 ), so that we get first-class accounts that can use any signature algorithm. However, to make this work, we also need quantum-resistant signature algorithms to actually be viable. ECDSA signature verification costs 3000 gas. Quantum-resistant signatures are ... much much larger and heavier to verify. We know of quantum-resistant hash-based signatures that are in the ~200k gas range to verify. We also know of lattice-based quantum-resistant signatures. Today, these are extremely inefficient to verify. However, there is work on vectorized math precompiles, that let you perform operations (+, *, %, dot product, also NTT / butterfly permutations) that are at the core of lattice math, and also STARKs. This could greatly reduce the gas cost of lattice-based signatures to a similar range, and potentially go even lower. The long-term fix is protocol-layer recursive signature and proof aggregation, which could reduce these gas overheads to near-zero. ## Proofs Today, a ZK-SNARK costs ~300-500k gas. A quantum-resistant STARK is more like 10m gas. The latter is unacceptable for privacy protocols, L2s, and other users of proofs. The solution again is protocol-layer recursive signature and proof aggregation. So let's talk about what this is. In EIP-8141, transactions have the ability to include a "validation frame", during which signature verifications and similar operations are supposed to happen. Validation frames cannot access the outside world, they can only look at their calldata and return a value, and nothing else can look at their calldata. This is designed so that it's possible to replace any validation frame (and its calldata) with a STARK that verifies it (potentially a single STARK for all the validation frames in a block). This way, a block could "contain" a thousand validation frames, each of which contains either a 3 kB signature or even a 256 kB proof, but that 3-256 MB (and the computation needed to verify it) would never come onchain. Instead, it would all get replaced by a proof verifying that the computation is correct. Potentially, this proving does not even need to be done by the block builder. Instead, I envision that it happens at mempool layer: every 500ms, each node could pass along the new valid transactions that it has seen, along with a proof verifying that they are all valid (including having validation frames that match their stated effects). The overhead is static: only one proof per 500ms. Here's a post where I talk about this: ethresear.ch/t/recursive-st… firefly.social/post/farcaster…

We need Verifiable Data Privacy

User should retain continuous ownership over their data, those used for training or inferencing for Ads etc. and the revenue generated by intelligence company should be partially redistributed through mechanism similar to a UBI scheme

@andrewchen Add OpenClaw to @useorigin

Who’s working on this idea: Openclaw for personal finance - integrates w all your banks/cards/etc - understands tax returns and filings - monitors portfolio and competitors - digests proprietary data sources (credit card panels, app rankings, and etc) - reads company news and X Etc etc

@shuooo Thanks for following up, i think it's related to Deel Mobility e.g. four case manager changes in less than four months, and misalignment between initial expectations and actual workflow. Happy to share more details privately since some involve personal info

@conany08 Thanks for letting me know. Wondering which part declines? Happy to connect live and learn your experience!

Most AI assistants can now generate impressive responses. Very few can actually move work forward. At @Glean, we’ve been focused on a different question: what would it take for every employee to have an expert, agentic coworker that understands their business, their role, and their day—and can safely take action across it? Today we’re introducing the latest generation of Glean Assistant: a Work AI partner grounded in your enterprise context with new capabilities like:  • Real-time voice, so people can talk to Assistant like a colleague. Get briefed on an account on the way to a meeting, ask follow-up questions, and line up next steps without touching a keyboard.  • On-brand slide generation and in canvas, so teams can go from an idea and a few source docs to a polished, brand-aligned deck or message in minutes.   • Agent sandboxes and 100+ enterprise actions, so Assistant can analyze large datasets and coordinate work across tools like Salesforce, Jira, Confluence, GitHub, Google Calendar, Asana, and Canva—helping teams move directly from insight to execution, with guardrails in place.  • Visible, editable personal graph and proactive agents, so every employee can see and control the context Assistant uses to plan their day, surface action items, and summarize what they accomplished each week. Customers are already seeing nearly two hours saved per employee per day because their teams can quickly surface the right information, generate what they need, and move work forward without breaking focus. We’ll be sharing what this looks like in practice at Glean:LIVE – Context in Action today at 10 AM PT.  I’d love for you to join us. Watch here: glean-it.com/4kZnYK5

@AriannaSimpson congrats Arianna!

Some news! After 6 incredible years, I’m going to be transitioning out of a16z. I’m starting a fund of my own to do what I love most, which is investing in great founders as early as I can find them, with a broader aperture across the many verticals where great companies are being built today. I learned a huge amount during my time at a16z. @cdixon is widely known as a legendary investor and having the opportunity to work closely with him for the past 6 years has been an honor. I am extremely grateful for his mentorship, the opportunities he gave me here, and for the capital and responsibilities he entrusted me with. His frameworks will shape how I think about investments for the rest of my career. When I joined, the crypto vertical was 7 people (it’s now north of 80), and the firm, while already successful, was nowhere near the scale or scope it has today. At the time I thought the firm’s moves to dominate the industry had mostly unfolded, but I underestimated how much the lead could widen in a few short years. @bhorowitz and @pmarca have built an institution, and I am glad to have had the chance to play a small role on the team. I’m sure I’ll be looking back 6 years from now and see the firm in a position  that’s  hard to even imagine from today’s vantage point. Most of the best people I’ve worked with in my career to date have been at a16z – there are too many to name. I’m very grateful to have worked with so many incredible folks here, and I know that I am leaving the crypto team and the investing practice in extremely capable hands with @cdixon, @alive_eth, and @guywuolletjr. I’m also really going to miss working with @jasonrothenal and @eddylazzarin every day in Menlo Park — I’ve learned so much from both of them. I’m very proud of the work I did here, and most importantly, of the founders I had the privilege of working with. They are the reason why I love being an investor. Sometimes it takes dozens of meetings, but every time you find a star, it makes you fall in love with the job all over again. a16z’s passion for and commitment to founders and their companies is what made me love this job in particular. I’m excited to keep doing that in my next chapter — and if you’re building, I’d love to meet!

They could have just launched a token as an exist, but they didn’t choose to rug retail; and they choose to return 180m

it’s hard to define success or failure but regardless Dan is a respectable founder

Personal AI is expanding into different scenarios and verticals, and the passive collection and accumulation of user data will become the core moat of this type of startups Personal and private data will be the most durable moat for future AI applications

Crypto Payments Are Harder Than You Think. After months at the crypto exchange with 80M users doing payment biz and talking to nearly 100 payment founders & top payment channels, here’s why most early teams shouldn’t rush into crypto payments — and where the real opportunities lie. @jcclaudia1031/crypto-payments-are-harder-than-you-think-c60be70d70d4" target="_blank" rel="nofollow noopener">medium.com/@jcclaudia1031…

And privacy would still be a critical sector to drive innovation

@xxjzhu @JupiterExchange @solana @weremeow @sssionggg @kashdhanda Congrats on the new journey!

After five wonderful years at KKR, I am excited to share that I am joining @JupiterExchange, the leading onchain super-app on @Solana, as President. Here’s why. At KKR, I had the privilege to shape digital asset strategy and to be part of the iconic TMT Private Equity and Capstone teams on landmark deals. During that time, I built a conviction that onchain finance is the better way to finance - open, accessible, permissionless and self-sovereign. In parallel, value accrual in crypto is fundamentally shifting from infrastructure to the application level. What matters going forward is liquidity, distribution, and user experience. Now, I want to double down on my conviction by helping bring the world onchain, with Solana’s largest super-app. A lean, bootstrapped team has grown Jupiter into: - The largest full-stack onchain application, #1 trading venue and #1 DeFi protocol by TVL on Solana, default entry point to DeFi for millions of users - A product suite surpassing $1 Trillion in annual volume, generating hundreds of millions in annual fees across 12+ product lines - The best community in all of crypto What excites me most is the opportunity ahead - to help build Jupiter into the default onchain gateway to the world. With a full-stack DeFi platform spanning self-custody, trading, lending, staking, token creation, prediction markets, developer APIs - and soon also stable coins, payments, and an omnichain hub that connects ecosystems and liquidity layers. I can’t wait to start building with this amazing team and grow the future of onchain finance!

Bun is joining Anthropic! bun.com/blog/bun-joins…

@koeppelmann Deng Xiaoping