If you are a non-technical VC let's chat about TEE in Denver.
It's in many specs for agentic web3 and is generally the easiest g2m.. but there are drawbacks & caveats.
TEE are not a silver bullet.
1. TEE proofs are generally not succinct. So to prove on ETH/SOL/other, or on constrained devices you need to wrap in zk (zkDCAP)
*You are going to have to pay more gas, use other chains, or have a zk overhead in any case.
@_weidai
2. TEEs are expensive. To order a GPU-enabled TEE, it can cost upwards of $30,000 per GPU with lead times of 6 months or more .. or $2–8 per GPU-hour to rent in the cloud. Or you can use
@PhalaNetwork.
3. zkML was super slow.. years ago. Modern ZKML is finding traction in real world use-case across various sectors and companies.
As shown with Layer_Zero and more generally 'mathed out' by
@SuccinctJT .. sumcheck based lookup centric architectures are blazing fast.
1gpu realtime proving of 1cpu is likely happening this year.
*A noble endeavor with strong technical foundations 🦾
By extension our zkML variant of JOLT; Jolt-Atlas is benching at amazing speeds..speeds that even a year ago people would say it's IMPOSSIBLE.
4. Different security assumptions. You can look into this for whatever tech (ZK, TEE, FHE, whatev).. trust hardware providers, trust math.. trust slashing.. etc.
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The golden grail 🥛 is use-case.
Users pick what they need and operators *should* pick the tech to match.
Do the users care about cost (price elastic)?
Can they afford TEE?
Do they trust NVIDIA?
Do users even want blockchain?
Do we need ZKML?
As some smart skeptical people have asked.
@VitalikButerin
✅Yes for very specific use-case.
For our users.. we wrap a well known big cloud approach to agentic guardrails (AR); in a very web3 way (zkML).
Natural language -> to formal logic (special SLM) = protects up to 99%.
This is compared to human-in-the-loop, heuristics, and observability.. which at best get up to 88%..
12% of the time the airplane crashes.✈️🫣 windy day...
The issue with this approach is that AR is not succinctly verifiable. Its black boxed. The policy needs to be public.
But with the tech we have at
@icme_labs /
@NovaNet_zkp makes it succinctly verifiable with minimal trust assumptions 🥁
When we meet.. we can talk about some economics around agentic guardrails.
TL;DR.
The only way we will have secure machine speed agentic commerce — is with machine speed verifiability.
Humans (principals) will never be able to keep up with agents moving at machine speed.
Reputation, human tracing, stopping to check spooky looking transactions.. will not scale.
This economic fact REQUIRES succinctly verifiable proofs (ZK).. if you want e2e verifiability with private policies it REQUIRES zkML.
zkML is the standard, for guardrails.
eips.ethereum.org/EIPS/eip-8…
In Denver.. atm. If you are a VC and just want to chat about current Sota of any technical area in web3. I or anyone of my PhD team mates will give you time..
PhD meet MBA type mini sessions ;)
It’s amazing how much nonsense floats around, from things people thought two years ago..
Let’s update our brains to understand SoTa and then see where it is finding pmf.