Vitalik Buterin: Ethereum, Cryptocurrency, and the Future of Money #80

Transcript

00:00:00 The following is a conversation with Vitalik Buterin, co creator of and author of the white

00:00:05 paper that launched Ethereum and Ether, which is a cryptocurrency that is currently the

00:00:11 second largest digital currency after Bitcoin.

00:00:15 Ethereum has a lot of interesting technical ideas that are defining the future of blockchain

00:00:20 technology and Vitalik is one of the most brilliant people innovating in the space today.

00:00:27 Unlike Satoshi Nakamoto, the unknown person or group that created Bitcoin, Vitalik is

00:00:34 very well known and at a young age is thrust into the limelight as one of the main faces

00:00:41 of the technology that may redefine the nature of money and all forms of digital transactions

00:00:47 in the 21st century.

00:01:17 Quick summary of the ads, two sponsors, Masterclass and ExpressVPN.

00:01:24 Please consider supporting the podcast by signing up to Masterclass at masterclass.com

00:01:29 slash lex and getting ExpressVPN at expressvpn.com slash lexpod.

00:01:39 This show is sponsored by Masterclass sign up at masterclass.com slash lex to get a discount

00:01:45 and to support this podcast.

00:01:48 When I first heard about Masterclass, I honestly thought it was too good to be true.

00:01:53 For $180 a year, you get an all access pass to watch courses from experts at the top of

00:01:59 their field.

00:02:00 To list some of my favorites, Chris Hatfield on space exploration, Neil deGrasse Tyson

00:02:06 on scientific thinking and communication, Will Wright, the creator of SimCity and Sims

00:02:12 on game design, Jane Goodall on conservation, Carlos Santana, one of my favorite guitarists

00:02:20 on guitar, Garry Kasparov on chess, Daniel Negrano on poker, one of my favorite poker

00:02:29 players, Phil Ivey gives a course as well, and many more.

00:02:35 Chris Hatfield explaining how rockets work and the experience of being launched into

00:02:39 space alone is worth the money.

00:02:43 By way of advice, for me, the key is not to be overwhelmed by the abundance of choice.

00:02:48 Pick three courses you want to complete.

00:02:50 Watch each all the way through from start to finish.

00:02:52 It’s not that long, but it’s an experience that will stick with you for a long time,

00:02:56 I promise.

00:02:58 It’s easily worth the money.

00:02:59 You can watch it on basically any device.

00:03:02 Once again, sign up at masterclass.com slash lex to get a discount and to support this

00:03:08 podcast.

00:03:10 This show is sponsored by ExpressVPN.

00:03:13 Download it at expressvpn.com slash lexpod to get a discount and to support this podcast.

00:03:20 I’ve been using ExpressVPN for many years.

00:03:23 I honestly love it.

00:03:25 It’s easy to use, press the big power on button, and your privacy is protected.

00:03:31 And if you like, you can make it look like your location is anywhere else in the world.

00:03:35 I might be in Boston now, but I can make it look like I’m in New York, London, Paris,

00:03:41 or anywhere else.

00:03:42 This has a large number of obvious benefits.

00:03:45 For example, certainly it allows you to access international versions of streaming websites

00:03:50 like the Japanese version of Netflix or the UK version of Hulu.

00:03:55 As you probably know, I was born in the Soviet Union, so sadly, given my roots and appreciation

00:04:00 of Russian history and culture, my website and the website for this podcast is blocked

00:04:06 in Russia.

00:04:08 So this is another example of where you can use ExpressVPN to access sites like the podcast

00:04:15 that are not accessible in your country.

00:04:19 ExpressVPN works on any device you can imagine.

00:04:21 I use it on Linux, shout out to Ubuntu, Windows, Android, but it’s available everywhere else

00:04:28 too.

00:04:29 Once again, download it at expressvpn.com slash lexpod to get a discount and to support

00:04:37 this podcast.

00:04:38 And now here’s my conversation with Vitalik Buterin.

00:04:44 So before we talk about the fundamental ideas behind Ethereum and cryptocurrency, perhaps

00:04:50 it’d be nice to talk about the origin story of Bitcoin and the mystery of Satoshi Nakamoto.

00:04:58 You gave a talk that started with sort of asking the question, what did Satoshi Nakamoto

00:05:04 actually invent?

00:05:06 Maybe you could say who is Satoshi Nakamoto and what did he invent?

00:05:10 Sure.

00:05:11 So Satoshi Nakamoto is the name by which we know the person who originally came up with

00:05:19 Bitcoin.

00:05:20 So the reason why I say the name by which we know is that this is an anonymous fellow

00:05:25 who has shown himself to us only over the internet just by first publishing the white

00:05:33 paper for Bitcoin, then releasing the original source code for Bitcoin, and then talking

00:05:39 to the very early Bitcoin community on Bitcoin forums and interacting with them and helping

00:05:46 the project along for a couple of years.

00:05:49 And then at some point in late 2010 to early 2011, he disappeared.

00:05:55 So Bitcoin is a fairly unique project in how it has this kind of mythical, kind of quasi

00:06:05 godlike founder who just kind of popped in, did the thing and then disappeared and we’ve

00:06:10 somehow just never heard from him again.

00:06:13 So in 2008, so the white paper was the first, do you know if the white paper was the first

00:06:18 time the name would actually appear, Satoshi Nakamoto?

00:06:22 I believe so.

00:06:23 So how is it possible that the creator of such an impactful project remains anonymous?

00:06:31 That’s a tough question.

00:06:34 There’s no similarity to it in the history of technology as far as I’m aware.

00:06:38 Yeah.

00:06:39 So one possibility is that it’s hellfinny because hellfinny was kind of also active

00:06:46 in the Bitcoin community and as hellfinny in those two beginning years.

00:06:53 Who is hellfinny, maybe you could say?

00:06:55 He is one of the people in the early cypherpunk community.

00:07:00 He was a computer scientist, cryptographers, people interested in technology, internet

00:07:12 freedom, like those kinds of topics.

00:07:14 Was it correct that I read that he seemed to have been involved in either the earliest

00:07:19 or the first transaction of Bitcoin?

00:07:21 Yes.

00:07:22 The first transaction of Bitcoin was between Satoshi and hellfinny.

00:07:25 Do you think he knew who Satoshi was?

00:07:28 If he wasn’t Satoshi, probably no.

00:07:31 How is it possible to work so closely with people and nevertheless not know anything

00:07:36 about their fundamental identity?

00:07:39 Is this like a natural sort of characteristic of the internet?

00:07:43 Like if we were to think about it, because you and I just met now, there’s a depth of

00:07:51 knowledge that we now have about each other that’s like physical, like my vision system

00:07:56 is able to recognize you.

00:07:58 I can also verify your identity of uniqueness, like it’s very hard to fake you being you.

00:08:05 So the internet has a fundamentally different quality to it, which is just fascinating.

00:08:11 This is definitely interesting as I definitely just know a lot of people just by their internet

00:08:20 handles.

00:08:21 And to me, when I think of them, I see their internet handles and one of them has a kind

00:08:26 of profile picture as this kind of face that’s kind of not quite human with a bunch of psychedelic

00:08:33 colors in it.

00:08:34 And when I visualize him, I could just visualize that.

00:08:37 That’s not an actual face.

00:08:40 You are the creator of the second, well, he’s currently the second most popular cryptocurrency

00:08:45 Ethereum.

00:08:46 So on this topic, if we just stick on Satoshi Nakamoto for a little bit longer, you may

00:08:53 be the most qualified person to speak to the psychology of this anonymity that we’re talking

00:08:58 about.

00:08:59 Like your identity is known, like I’ve just verified it.

00:09:03 But from your perspective, what are the benefits in creating a cryptocurrency and then remaining

00:09:10 anonymous?

00:09:11 Like if it can psychoanalyze Satoshi Nakamoto, is there something interesting there?

00:09:17 Or is it just a peculiar quirk of him?

00:09:20 It definitely helps create this kind of image of this kind of neutral thing that doesn’t

00:09:26 belong to anyone.

00:09:28 And that you created a project and because you’re anonymous and because you also disappear

00:09:36 or as unfortunately happened to Hal Finney, if that is him, he ended up dying of Lou Gehrig’s

00:09:42 disease and he’s in the cryogenic freezer now.

00:09:45 But if you pop in and you create it and you’re gone and all that’s remaining of that whole

00:09:55 process is the thing itself, then no one can go and try to interpret any of your other

00:10:03 behavior and try to understand like, oh, this person wrote this thing in some essay at age

00:10:13 16 where he expressed particular opinions about democracy.

00:10:16 And so because of that, this project is a statement that’s trying to do this specific

00:10:21 thing.

00:10:22 Instead, it creates this environment where the thing is what you make of it.

00:10:30 It doesn’t have the burden of your other ideas, political thought and so on.

00:10:35 So now that we’re sitting with you, do you feel the burden of being kind of the face

00:10:43 of Ethereum?

00:10:44 I mean, there’s a very large community of developers, but nevertheless, is there like

00:10:49 a burden associated with that?

00:10:52 There definitely is.

00:10:53 This is definitely a big reason why I’ve been trying to kind of push for the Ethereum ecosystem

00:11:00 to become more decentralized in many ways, just encouraging a lot of core Ethereum work

00:11:06 to happen outside of the Ethereum Foundation and of expanding the number of people that

00:11:11 are making different kinds of decisions, having multiple software limitations instead of one

00:11:17 and all of these things.

00:11:18 There’s a lot of things that I’ve tried to do to remove myself as a single point of failure

00:11:25 because that is something that a lot of people criticize me for.

00:11:31 So if you look at like the most fundamentally successful open source projects, it seems

00:11:37 that it’s like a sad reality when I think about it, is it seems to be that one person

00:11:43 is a crucial contributor often, if you look at Linus for Linux for the kernel.

00:11:51 That is possible and I’m definitely not planning to disappear.

00:11:56 That’s an interesting tension that projects like this kind of desire a single entity and

00:12:04 yet they’re fundamentally distributed.

00:12:08 I don’t know if there’s something interesting to say about that kind of structure and thinking

00:12:12 about the future of cryptocurrency, does there need to be a leader?

00:12:17 There’s different kinds of leaders.

00:12:20 There’s dictators who control all the money.

00:12:22 There’s people who control organizations.

00:12:25 There’s high priests that just have themselves other Twitter followers.

00:12:30 What kind of leader are you, would you say?

00:12:33 These days, actually a bit more in the high priest direction than before.

00:12:42 I definitely actually don’t do all that much of going around and ordering Ethereum Foundation

00:12:48 people to do things because I think those things are important.

00:12:52 If there’s something that I do think is important, I do just usually kind of say it publicly

00:12:58 or just kind of say it to people and quite often projects just going to start doing it.

00:13:05 So let’s ask the high philosophical question about money.

00:13:10 What at the highest level is money?

00:13:13 What is money?

00:13:15 It’s a kind of game and it’s a game where we have points and if you have points, there’s

00:13:21 this one move where you can reduce your points by a number and increase someone else’s points

00:13:24 by the same number.

00:13:26 So it’s a fair game, hopefully.

00:13:29 Well, it’s one kind of fair game.

00:13:32 For example, you can have other kinds of fair games.

00:13:35 You’re going to have a game where if I give someone a point and you give someone a point

00:13:38 and instead of that person getting two points, that person gets four points and that’s also

00:13:42 fair.

00:13:43 But, you know, money is easy to kind of set up and it serves a lot of useful functions

00:13:51 and so it kind of just survives in society as a meme for thousands of years.

00:13:57 It’s useful for the storage of wealth, it’s useful for the exchange of value.

00:14:04 And it’s also useful for denominating future payments, a unit of account.

00:14:09 A unit of account.

00:14:11 So what, if you look at the history of money in human civilization, just if you’re a student

00:14:18 of history, how has its role or just the mechanisms of money changed over time in your view?

00:14:26 Even if we just look at the 20th century or before and then leading up to cryptocurrencies,

00:14:30 that’s something you think about?

00:14:32 Yeah, and I think the big thing in the 20th century is kind of, we saw a lot more intermediation,

00:14:39 I guess.

00:14:41 The first part is kind of the move from adding more of different kinds of banking and then

00:14:49 we saw the move from dollars being backed by gold to dollars being backed by gold that’s

00:14:57 only redeemable by certain people to dollars not being backed by anything to this system

00:15:05 where you have a bunch of free floating currencies and then people getting kind of bank accounts

00:15:12 and then those things becoming electronic, people getting accounts with payment processors

00:15:16 that have bank accounts.

00:15:20 So what do you make of that, that’s such a fascinating philosophical idea that money

00:15:25 might not be backed by anything.

00:15:29 Is that like fascinating to you that money can exist without being backed by something

00:15:33 physical?

00:15:35 It definitely is.

00:15:36 What do you make of that?

00:15:39 How is that possible?

00:15:40 Is that stable?

00:15:41 If we look at the future of human civilization, is it possible to have money at the large

00:15:45 scale at such a hugely productive and rich societies be able to operate successfully

00:15:52 without money being backed by anything physical?

00:15:54 I feel like the interesting thing about the 21st century especially is that a lot of the

00:16:01 important valuable things are not backed by anything.

00:16:04 If you look at tech companies for example, something like Twitter, you could theoretically

00:16:10 imagine that if all of the employees wanted to, they could kind of come together, they

00:16:15 would quit and start working on Twitter 2.0 and then the value of and just kind of build

00:16:27 the exact same product or possibly build a better product and then just kind of continue

00:16:32 on from there and the original Twitter would just not have people left anymore.

00:16:40 There is theoretically kind of code and IP that’s owned by the company but in reality

00:16:44 like good programmers could probably rewrite all that stuff in three months.

00:16:48 So the reason why the thing has value is just kind of network effects and coordination problems

00:16:56 right like these employees in reality aren’t going to switch all at once and also the users

00:17:01 aren’t all going to switch at once because it’s just difficult for them to switch at

00:17:05 once and so there’s these kind of meta stable and of equilibrium in interactions between

00:17:14 thousands of millions of people that are just actually quite sticky even though if you try

00:17:20 to kind of assume that everyone’s a perfectly rational and kind of perfectly slippery spherical

00:17:24 cow they don’t seem to exist at all.

00:17:28 That stickiness.

00:17:29 Do you have a sense, a grasp of the sort of the fundamental dynamic like the physics of

00:17:34 that stickiness?

00:17:36 It seems to work but and I think some of the cryptocurrency ideas kind of rely on it working.

00:17:43 It’s the sort of thing that’s definitely been economically modeled a lot like one of the

00:17:51 kind of analogy of something as similar that you often see in textbooks as like what is

00:17:59 a government like if for example like 80% of people in a country just like tomorrow

00:18:05 suddenly had the idea that like the laws that are currently the laws of the government that

00:18:11 currently is the government are just people and some other thing is the government and

00:18:15 they just kind of start acting like it then that would kind of become the new reality

00:18:19 and then the question is well what happens if and if between zero and 80% of people start

00:18:27 believing that and like what is the thing you also you see is that if there is one of

00:18:34 these kind of switches happening is kind of revolution then if you’re the first person

00:18:38 to join then like you probably don’t have the incentive to do that but then if you’re

00:18:44 the 55th percentile person to join then suddenly becomes quite safe too and so it’s definitely

00:18:51 is the sort of thing that you can kind of try to analyze and understand mathematically

00:18:56 but one of the kind of results is that the sort of like when the switch happens definitely

00:19:06 can be chaotic sometimes yeah but still like to me the idea that the network affects that

00:19:13 the fact that human beings at a scale like millions billions can share even the idea

00:19:19 of currency like yeah I’ll agree that’s just uh I know economists can model it I’m a skeptic

00:19:25 on the economic and uh it’s like uh so my my favorite sort of field maybe recreationally

00:19:32 psychology is trying to understand human behavior and I think sometimes people just kind of

00:19:36 pretend that they can have a grasp on human behavior even though we it’s such a messy

00:19:42 space that all the models that psychology or economics those different perspectives

00:19:46 on human behavior can have are are difficult it’s difficult to know how much that’s wishful

00:19:53 thinking and how much it is actually getting to the core of uh understanding human behavior

00:19:58 but on that idea what do you think is the role of money in human motivation so do you

00:20:08 think money from an economics perspective from a psychology perspective is core to like

00:20:15 human desires money is definitely very far from the only motivator um it is a big motivator

00:20:23 and that’s uh one of the closest things you have to a universal motivator think because

00:20:30 ultimately in like almost any person in the world if you ask them to do something like

00:20:36 they’ll be more inclined to do it if you also offer some uh offer them money right and that’s

00:20:41 uh like there’s definitely many cases where people will do things other than things that

00:20:47 maximize how much money they have and that happens all the time but like though a lot

00:20:52 of those other things are kind of but much more specific to and of who that person is

00:20:57 and of what their situation is the relationship between the motive and the action and these

00:21:01 other things what do you think is the interplay of the other motivator from like Nietzsche

00:21:05 perspective is power do you think money equals power do you think those are conflicting ideas

00:21:11 do you think i mean that’s the one of the ideas that decentralized currency decentralized

00:21:16 applications are looking at is uh who holds the power yeah money is definitely a kind

00:21:23 of power and there’s definitely people who want money because it gives them power and

00:21:29 even if my money doesn’t seem to and if explicitly be about money a lot of things that people

00:21:37 spend money on are ultimately about a social status of some kind um so i mean i definitely

00:21:44 view those two things as an of interplaying and then there’s also money as just a way

00:21:50 of like measuring how successful you are like as a scoreboard right so this kind of gets

00:21:57 back to the game i mean like if you have four billion dollars then the main benefit you

00:22:04 get from going up one of the big benefits you get from going up to six million dollars

00:22:08 is that now instead of being below the guy who has five you’re above the guy who has

00:22:12 five so you think money could be kind of uh in the game of life it’s also a measure of

00:22:19 self worth it’s like how we it’s definitely how uh how a lot of people perceive it define

00:22:25 ourselves in the hierarchy of yeah and i’m not yeah not saying it’s kind of a healthy

00:22:30 thing that people uh define their self worth as money because it’s definitely kind of far

00:22:36 from a uh perfect indicator of how much you value you provide the society or anything

00:22:43 like this but i definitely think that like as a matter of kind of current practice so

00:22:49 much of people do feel that way so what does utopia from an economic perspective look like

00:22:56 to you what does the perfect world look like i guess the economist’s utopia would be one

00:23:04 where kind of everything is incentive aligned in the in the sense that there aren’t enough

00:23:12 conflicts between what satisfies your goals and kind of what is uh good for everyone in

00:23:20 the world in the world as a whole what do you think that would um look like does does

00:23:26 that mean there’s still poor people and rich people there’s still income inequality do

00:23:32 you think sort of uh marxist ideas are strong do you think sort of ideas of uh objectivism

00:23:41 like where the market rules is strong like what is there is the different economic philosophies

00:23:47 that just seem to be reflective what utopia would be so i definitely think that existing

00:23:55 economic philosophies do end up kind of systematically kind of deviating from the utopia in a lot

00:24:02 of ways yeah like one of the big things i talk about for example is public goods right

00:24:07 and public goods are especially important on the internet right because like the idea

00:24:13 is with kind of money as this game where you know i lose a few coin a few coins and you

00:24:18 gain the same number of coins is that this usually happens in a trade where i lose some

00:24:23 money you gain some money you lose a sandwich and i gain a sandwich and this kind of model

00:24:30 works really well when the thing that we’re using money to incentivize this kind of private

00:24:36 goods right things that you provide to one person where the benefit comes to one person

00:24:40 but the like on the internet especially but also many many contexts and if off the internet

00:24:48 there’s actions that kind of individuals or groups can take where instead of the benefit

00:24:53 going to one person the benefit just goes to many people at the same time and you can’t

00:25:00 control where the benefit goes to right so for example this podcast you know we publish

00:25:04 it and when it’s published you don’t have any fine grains control over like oh these

00:25:11 38 000 people can watch it and then like these other 29 000 people can’t it’s like once the

00:25:16 number goes high enough then you know people just like copy it and then when i write articles

00:25:21 on a blog then they’re just like free for everyone and that stuff’s even harder to prevent

00:25:26 anyone from copying so and aside from that things like you know scientific research for

00:25:33 example and even taking more pedestrian examples like climate change mitigation would be a

00:25:39 big one so there’s a lot of things in the world where you have these kind of individual

00:25:47 actions with enough concentrated costs and distributed benefits and money as a point

00:25:51 system does not do a good job of encouraging these things and one of the kind of other

00:25:58 things even kind of tangentially connected to crypto but kind of theoretically outside

00:26:05 of it that i work on is this sort of mechanism called quadratic funding and the way to think

00:26:10 about it is i kind of imagine a point system where if like if one person gives coin gives

00:26:19 coins to one other person then it works the same way as money but if multiple people give

00:26:26 coins to one person and they do so anonymously so it’s kind of not in consideration for a

00:26:32 specific service to that person themselves then the number of coins received by that

00:26:38 person is kind of greater than just the sum of the number of coins that have given by

00:26:43 those different people so the actual formula is you take the square root of the amount

00:26:48 that each person gave then you add all the square roots and then you kind of square the

00:26:51 sum yeah and then you give that and the idea here would basically be that if let’s say

00:26:58 for example you just start going off and kind of planting a lot of trees and there’s a bunch

00:27:05 of people that are really happy that you’re planting trees and then so they go and all

00:27:09 kind of throw a coin your way then the like there is like basically the fact that kind

00:27:16 of you get more than the sub you get this kind of square of sum of these of square roots

00:27:21 of these tiny nodes that this actually kind of compensates for the tragedy of the commons

00:27:27 right this there’s even this kind of mathematical proof that it’s sort of optimally compensates

00:27:31 for it what is the tragedy of the common this is just this idea that like if there is this

00:27:38 situation where there’s some public good that lots of people benefit from then no individual

00:27:45 person wants to contribute to it because if they contribute they only get a small part

00:27:49 of the benefit from their contribution but they pay the full cost of their contribution

00:27:54 in which context is this sorry what is the term quadratic what quadratic funding like

00:28:01 what’s in which context is this mechanism useful so obviously you said to combat the

00:28:08 tragedy of the commons but you know in which context do you see it as useful actually practically

00:28:13 yeah theoretically public goods in general right so like like services like what are

00:28:18 we what are we talking about what’s a public yeah so within the ethereum ecosystem for

00:28:23 example like we’ve actually tried using this mechanism like yeah wrote a couple of articles

00:28:28 about this on vitalik.ca where i go through some of the most recent rounds and it’s been

00:28:33 really interesting um some of the top ones that people supported there were um things

00:28:40 like kind of just online user interfaces that make it easier for people to interact with

00:28:46 ethereum um there was a documentation there were podcasts um there were kind of software

00:28:57 kind of clients like kind of implementations of the ethereum protocol of privacy tools

00:29:03 just like lots of things that are kind of useful to lots of people when a lot of people

00:29:10 are contributing for like funding a particular particular entity yeah that’s really that’s

00:29:15 really interesting is there something special about the quadratic the the the summing of

00:29:20 the square roots and yeah so another way to think about it is like imagine if n people

00:29:25 each give a dollar then the person gets n squared right um and and so each individual

00:29:32 person’s contribution gets multiplied by n right because you have n people and so that

00:29:37 kind of perfectly compensates for the kind like kind of n to one uh tragedy of the commons

00:29:41 i just wonder if the the squared part is yeah fundamental no it is um and i’d uh recommend

00:29:49 you go to on vitalik.ca i have this article called quadratic payments a primer and highly

00:29:56 recommended it’s kind of at least my attempt so far kind of explaining the intuition behind

00:30:01 this intuition so if we could can we go to the the very basics what is the blockchain

00:30:09 or perhaps we might even start at the uh the the byzantine generals problem and byzantine

00:30:16 fault tolerance in general that i i uh bitcoin was taking steps to uh providing a solution

00:30:24 for so the byzantine generals problem it’s this uh paper that leslie lamport published

00:30:32 in 1982 where he has this thought experiments where if you have two generals that are kind

00:30:38 of camped out on opposite sides of a city um and they’re planning when to attack the

00:30:43 city then uh the question is and if how could those generals coordinate with each other

00:30:50 and they could send messengers between each other but those messengers kind of could get

00:30:56 sniped by the enemy on the road road some of those messages could end up being traders

00:31:01 and if things could end up happening and with just two mess generals it turns out that there’s

00:31:11 kind of no solution in a finite number of rounds that guarantees that they will be able

00:31:17 to kind of coordinate on the same answer but then in the case where you have more than

00:31:22 two generals that then leslie analyzes cases like um are the mess messages kind of just

00:31:28 oral messages um are the messages kind of signed messages so i could give you a signed

00:31:34 message and you can pass along that signed message and the third party can still verify

00:31:38 that i originally made that message and depending on those different cases there’s kind of different

00:31:44 bounds on like given how many generals and how many traders among those generals and

00:31:51 if what like under what conditions you actually can’t agree when to launch an attack uh so

00:31:59 it’s actually a big misconception that the byzantine generalist problem was unsolved

00:32:03 so let’s say lamport solved it the thing that was unsolved though is that all of these solutions

00:32:09 assume that you’ve already agreed on and have fixed the list of who the generals are and

00:32:14 these generals have to be kind of semi trusted to some extent they can’t just be anonymous

00:32:18 people because if they’re anonymous then like the enemy could just be 99 percent of the

00:32:22 generals uh so right the um in the 1980s and the 1990s kind of the general use case

00:32:32 for distributed system stuff was more kind of enterprisey stuff where you could kind

00:32:38 of assume that uh you know you know who the nodes are that are running these kind of computer

00:32:45 networks so if he wants to have some kind of decentralized computer network that pretends

00:32:50 to be a single computer and that you can kind of do do kind of operations on then it’s made

00:32:55 out of these kind of 15 specific computers and we know kind of who and where they are

00:33:00 and so we have a good reason to believe that say at least 11 of them would be fine and

00:33:05 it could also be within a single system exactly almost a network of devices sensors so on

00:33:11 like in airplanes and i think uh like flight systems in general still use these kinds of

00:33:16 ideas yep yep um so that’s the 80s that’s the 80s and 90s now the cypherpunks had a

00:33:23 different use case in mind which is that they wanted to create a fully decentralized global

00:33:28 permissionless currency and the problem here is that they didn’t want any authorities and

00:33:34 they didn’t even want any kind of privileged list of people and so now the question is

00:33:39 well how do you use these techniques to create consensus when you have no way of kind of

00:33:46 measuring identities right you have no way of kind of determining whether or not some

00:33:52 99 of participants aren’t actually all the same guy and so the clever solution that satoshi

00:33:58 had this is uh kind of going back to the that presentation i made at defcon a few months ago where i said that the

00:34:05 things that satoshi invented with crypto economics um is this uh really neat idea that you can

00:34:11 use economic resources to kind of limit identity how many identities you can get and the uh

00:34:20 if there isn’t any existing decentralized digital currency then the only way to do this

00:34:25 is with proof of work right so with proof of work the solution is uh just uh you publish

00:34:33 a solution to a hard mathematical puzzle that takes some uh kind of clearly calculable amount

00:34:40 of computational power to solve you get an identity and then you solve five of those

00:34:45 puzzles you get five identities and then these are the identities that we run the consensus

00:34:50 algorithm between so the proof of work mechanism you just described is like the fundamental

00:34:55 idea proposed in the in the white paper that defines bitcoin uh what’s the idea of consensus

00:35:05 that we wish to reach why is consensus important here what is consensus so the goal here in

00:35:15 just simple technical terms is to basically kind of wire together a set of a large number

00:35:22 of computers in such a way that they kind of pretends to the outside world to be a single

00:35:27 computer where that single computer keeps working even if a large portion of the kind

00:35:32 of constituents the computers that make it up break and kind of break in arbitrary ways

00:35:36 like they could shut off they could try to actively break a system they could do lots

00:35:41 of mean things so the reason why the cypherpunks wanted to do this is because they wanted to

00:35:49 run one particular program on this virtual computer and the one particular program that

00:35:54 they wanted to run is just a currency system right it’s a system that just processes a

00:35:58 series of transactions and for every transaction it verifies that the sender has enough coins

00:36:05 to pay for the transaction it verifies that the digital signature is correct and if the

00:36:10 checks pass then it subtracts the coins from one account and adds the coins to the other

00:36:14 account roughly so first of all the the the proof of work idea is kind of i mean at least

00:36:21 to me seems pretty fascinating it is i mean that’s a it’s kind of a revolutionary idea

00:36:27 i mean is is it is it obvious to come up with that you can use uh you can exchange basically

00:36:33 computational resources for for identity it’s uh it actually has a pretty long history it

00:36:41 was uh first proposed in a paper by uh mc cynthia dwork and nixon naor in 1994 i believe

00:36:51 and the original use case was uh combating email spam so the idea is that if you send

00:36:55 an email you have to send it with a proof of work attached and like this makes it reasonably

00:37:00 cheap to send emails to your friends but it makes it really expensive to send spam to

00:37:04 a million people yeah that’s a simple brilliant idea so maybe also taking a step back so what

00:37:10 is the role of blockchain in this what is the blockchain sure so the blockchain my way

00:37:18 of thinking about it is that it is this kind of system where you have this kind of one

00:37:24 virtual computer created by this a bunch of these nodes in the network and the reason

00:37:31 why the term blockchain is used is because the data structure that these systems use

00:37:37 at least so far is one where they um different nodes in the network periodically publish

00:37:45 blocks and a block is a kind of list of transactions together with a pointer like a hash of a previous

00:37:54 block that it builds on top of and so you have a series of blocks that that nodes in

00:38:01 the network create where each block points to the previous block and so you have this

00:38:04 chain of them is a fault tolerance mechanism built into the idea of blockchain or is it

00:38:10 a lot of possibilities of different ways to make sure there’s no funny stuff going on

00:38:16 there are indeed a lot of possibilities um so in a kind of just simple architecture as

00:38:22 I just described the way the fault tolerance happens is like this right so you have a bunch

00:38:26 of nodes and they’re just happily and have occasionally creating blocks building on top

00:38:30 of them each other’s blocks and let’s say you have kind of one block we’ll call it kind

00:38:35 of block one and then someone else builds another block honestly you’ll call it block

00:38:41 two then we have an attacker and what the attacker tries to do is the attacker tries

00:38:46 to revert block two and the way they revert block two is instead of doing the thing they’re

00:38:50 supposed to do which is build a block on top of block two they’re going to build another

00:38:54 block on top of block one um so you have block one which has two children block two and then

00:39:00 block two prime now this might sometimes even happen by random chance if you know two nodes

00:39:07 in the network just happen to create blocks at the same time and they don’t hear about

00:39:10 each other’s things before they create their own but this also could happen because of

00:39:14 an attack now if this happens you have an attack then the uh no in the bitcoin system

00:39:22 uh the nodes follow the longest chain um so if um this um attack had happened uh and when

00:39:30 the original chain had more than two blocks on it so if it was trying to kind of revert

00:39:35 more than more than two blocks then everyone would just would just ignore it and everyone

00:39:41 would just keep following the regular chain but here you know we have block two and we

00:39:44 have block two prime and so the two are kind of even and then whatever block um the next

00:39:50 block is created on top of so say block three is now created on top of block two prime then

00:39:56 everyone says uh agrees that block three is the new head um and block two prime is just

00:40:03 kind of forgotten and then everyone just kind of peacefully builds on top of block three

00:40:06 and the thing continues so how difficult is it to mess with the system right so how like

00:40:12 if we look at the general problem like how many what fraction of people who participate

00:40:19 in the system have to be bad players in order to mess with it truly like what’s your is

00:40:26 there is there a good number there is um well depending on kind of what your model of the

00:40:31 participants is and like what kind of attack we’re talking about it’s anywhere between

00:40:36 23.2 and 50 of what of all of the computing power in the network sorry so 22 and 23 point

00:40:47 between 23.2 and 50 and 50 can be compromised so like once your once your your portion of

00:40:58 the total computing power in the network goes above the 23.2 level then there’s kind of

00:41:04 things that you could mean things that you can potentially do and as your percentage

00:41:08 of the network kind of keeps going up then the your abilities as you mean things kind

00:41:12 of goes higher and then if you have above 50 then you can just break everything so how

00:41:17 how hard is it to achieve that level like it seems that so far historically speaking

00:41:23 it’s been exceptionally difficult so this is a challenging question um so the economic

00:41:29 cost of acquiring that level of stuff from scratch is fairly high i think it’s uh somewhere

00:41:36 in the low billions of dollars and when you say that stuff you mean computational resources

00:41:42 yeah so specifically specialized hardware and of asics that people use to solve these

00:41:48 puzzles to do the mining these days small tangent uh so obviously i work a lot in deep

00:41:54 learning with gpus and asics for that application and i tangentially kind of hear that so many

00:42:00 of these you know sometimes nvidia gpus are sold out because of this other application

00:42:07 like what do if you can comment i don’t know if you’re familiar or interested in this space

00:42:12 what kind of asics what kind of hardware is generally used these days for to do the actual

00:42:18 computation for the proof of work sure so in the case in bitcoin and ethereum are a

00:42:23 bit different so in the case of bitcoin there is an algorithm called sha256 it’s just a

00:42:28 hash function and so the puzzle is just coming up with a number where the hash of the number

00:42:33 is below some threshold and so because the hashes are designed to be random you just

00:42:38 have to keep on trying different numbers until one works and the asics are just like specialized

00:42:45 circuits that contain and if circuits for evaluating this hash over and over again and

00:42:51 you have like millions or billions of these hash evaluators and just stacked on top of

00:42:56 each other inside of a box and you just keep on running the box 24 7 in the asics there’s

00:43:01 literally specialized hardware designed for this yes oh this is a little bit an amazing

00:43:05 world another tangent i’ll come back to the basics but uh does quantum computing throw

00:43:11 a wrench into any of this very good question so uh quantum computers have two main uh kind

00:43:19 of families of algorithms that are relevant to cryptography one is shor’s algorithm and

00:43:24 shor’s algorithm is one that kind of completely breaks the hardness of some specific kinds

00:43:31 of mathematical problems so the one that you’ve probably heard of is it makes it very easy

00:43:35 to factor numbers so figure out kind of what prime factors are the kind of that you need

00:43:41 to multiply together to get some number even if that number is extremely big shor’s algorithm

00:43:46 can also be used to break elliptic curve cryptography it can break like any kind of hidden order

00:43:54 groups it breaks a lot of kind of cryptographic nice things that we’re used to but the good

00:44:00 news is that for every kind of major use of things that shor’s algorithm breaks we already

00:44:07 know of quantum proof alternatives right now we don’t use these quantum proof alternatives

00:44:12 yet because in many cases they’re five to ten times less efficient but the crypto industry

00:44:20 in general kind of knows that this is coming eventually and it’s kind of ready to take

00:44:25 the hit and switch to that stuff when we when we have to the second algorithm that is relevant

00:44:31 to cryptography is grover’s algorithm and in grover’s algorithm might even be kind of

00:44:38 more familiar to ai people that’s basically usually described as solving search problems

00:44:44 but the idea here is that if you have a problem of the form find a number that satisfies some

00:44:51 property then if with a classical computer you need to try and if n times before before

00:44:58 you find a number then with a quantum computer you only need to do square root of n computations

00:45:03 and grover’s could potentially be used for mining but there’s two possibilities here

00:45:12 one is that grover’s could be used for mining and whoever creates the first working quantum

00:45:18 computer that could do grover’s will just mine way faster than everyone else and we’ll

00:45:22 see another round of what we saw when a6 came out which is that kind of the new hardware

00:45:27 just kind of dominated the old stuff and then eventually it switched to a new equilibrium

00:45:32 but by the way way faster not exponentially faster quadratically faster quadratically

00:45:37 faster which is not sort of it’s not game changing i would say it’s like a6 like you

00:45:44 said it would be exactly yeah so it would not necessarily break proof of work as a that’s

00:45:50 right yeah now the other kind of possible world right is that quantum computers have

00:45:55 a lot of overhead there’s a lot of a complexity involved in maintaining quantum states and

00:46:00 there’s also as we’ve been realizing recently making quantum computers actually work requires

00:46:07 kind of quantum error correction which requires kind of a thousand real qubits per logical

00:46:12 qubit and so there’s the very real possibility that the overhead of running a quantum computer

00:46:17 will be higher than the speed up you get with grover’s which would be kind of sad but which

00:46:22 would also mean that the given proof of work will just keep working fine so beautifully

00:46:28 put so so proof of work is the core idea of bitcoin is there other core ideas before we

00:46:33 kind of take a step towards the origin story and ideas of ethereum is there other stuff

00:46:39 that were key to the white paper of bitcoin there is proof of work and then there’s just

00:46:43 the cryptography is just kind of public keys and signatures that are used to verify transactions

00:46:49 those two are the big things so then what is the origin story maybe the human side but

00:46:56 also the technical side of ethereum sure so i joined the bitcoin community in 2011 and

00:47:04 i started by just writing i first wrote for this sort of online thing called bitcoin weekly

00:47:09 then i started writing for bitcoin magazine um and uh sorry to interrupt you have this

00:47:16 funny kind of uh story true or not is uh that you were disillusioned by the downsides of

00:47:24 centralized control from your experience with wow world of warcraft is this true or you’re

00:47:29 just being witty uh i mean the event is true the fact that that’s the reason i do decentralization

00:47:35 is witty maybe just a small tangent do have you always had a skepticism of centralized

00:47:42 control is that sort of degree yeah has that feeling evolved over time or has that just

00:47:49 always been a core feeling that decentralized control is the future of a human society it’s

00:47:55 definitely been something that felt very attractive to me ever since i could have learned that

00:47:59 such a thing is possible it’s possible even yeah so great so you’re you joined the bitcoin

00:48:05 community in 2011 you said you began writing so what’s next started writing uh moved from

00:48:12 high school to university halfway in between that and spent a year in university then at

00:48:20 the end of that year i dropped out to do bitcoin things full time and this was a combination

00:48:27 of continuing to write bitcoin magazine but also increasingly work on software projects

00:48:33 and i traveled around the world for about six months and just going to different bitcoin

00:48:37 communities like i went to first in new hampshire then spain other european places israel and

00:48:44 then san francisco and along the way i’ve met a lot of other people that are working

00:48:48 on different bitcoin projects and when i was in israel there were some very smart teams

00:48:54 there that were working on ideas that people were starting to kind of call bitcoin 2.0

00:49:00 so one of these were colored coins which is basically saying that hey let’s not just use

00:49:06 the blockchain for bitcoin but let’s also like kind of issue other kinds of assets on

00:49:10 it and then there was a protocol called master coin that supported issuing assets but also

00:49:15 supported many other things like financial contracts like domain name registration and

00:49:21 a lot of different things together and i spent some time working with these teams and i quickly

00:49:30 kind of realized that this master coin protocol could be improved by kind of generalizing

00:49:36 it more right so the best the analogy i use is that the master coin protocol was like

00:49:40 this swiss army knife you have 25 different transaction types for 25 different applications

00:49:46 but what i realized is that you could replace a bunch of them with things that are more

00:49:52 general purpose so one of them was that you could replace like three transaction types

00:49:57 for three types of financial contracts with a generic transaction type for a financial

00:50:03 contract that just lets you specify a mathematical formula for kind of who how much money each

00:50:08 side gets by the way it’s a small pause what’s you say financial contract just the terminology

00:50:14 what is the contract what’s a financial contract so this is just generally an agreement where

00:50:21 kind of either one or two parties kind of put collateral kind of in and then they depending

00:50:29 on kind of certain conditions like this could involve prices of assets this could involve

00:50:35 the actions of the two parties it could involve other things but they kind of get different

00:50:40 amounts of of assets out that just depend on things that happened so a contract is really

00:50:46 a financial contract is at the core it’s the it’s the core interactive element of a financial

00:50:52 system yeah there’s yeah there’s many different kinds of financial contracts like there’s

00:50:57 things like options where you kind of give someone the right to buy a thing that you

00:51:02 have for some specific price for some period of time there’s uh contracts for difference

00:51:08 where you basically are kind of making a bet that says like for every dollar this thing

00:51:13 goes up i’ll give you seven dollars or for every dollar that thing goes down you give

00:51:16 me seven dollars or something like that and but the main idea that these contracts have

00:51:21 to be enforced and trusted them yes exactly you have to trust that they will work out

00:51:27 in a system where nobody can be trusted yes this is such a beautiful complicated system

00:51:34 okay so uh so you were seeking to kind of generalize this basic uh framework of contracts

00:51:40 um so what does that entail so what what technically are the steps to creating ethereum

00:51:48 sure so i guess just to kind of continue a bit with this master coin story um so started

00:51:54 by kind of giving ideas for how to generalize the thing and eventually um this turned into

00:52:00 a much more kind of fully fledged proposal that just says hey how about you scrap all

00:52:04 your futures and instead you just um put in this programming language and i gave this

00:52:09 idea to them and their response was something like hey this is great but this seems complicated

00:52:16 and it seems like something that we’re not going to be able to put onto our roadmap for

00:52:19 a while and my response to this was like wait do you not realize how revolutionary this

00:52:24 is well i’ll just go do it myself and then i what was the name of the programming language

00:52:29 i just called it ultimate scripting great uh so then i kind of went through a couple

00:52:37 more rounds of iteration and then the idea for a theorem itself started to form

00:52:43 um and the idea here is that you just have a blockchain where the core unit of the thing

00:52:51 is what we call contracts it’s these kind of accounts that can hold assets um and like

00:52:57 they have their own internal memory but that are controlled by a piece of code and so if

00:53:03 i send some ether to a contract the only thing that can determine where that kind of ether

00:53:10 the currency inside ethereum and it goes after that um is the code of that contract itself

00:53:16 and so basically kind of sending assets to computer programs becomes this kind of paradigm

00:53:24 for creating these sort of agreements self executing agreements self executing it’s so

00:53:30 cool that code is sort of part of this contract so that that’s what’s meant by smart contracts

00:53:36 yeah so how hard was it to build this kind of thing harder than expected um and originally

00:53:43 i actually thought that this would be a thing that i would kind of casually work on for a

00:53:47 couple of months publish and then go back to university um then i released it and a bunch

00:53:55 of people or i released the white paper the white paper the idea is there the idea the

00:53:59 white paper um a whole bunch of people came in offering the help a huge number of people

00:54:03 and have expressed interest and this was something i was totally not expecting and then i kind of

00:54:10 realized that this would be something that’s kind of much bigger than i had ever um thought

00:54:15 that it would be and then we started on this kind of much longer development slog of making

00:54:23 something that lives up to this sort of much higher level of expectations what are the some

00:54:28 of the is it fundamentally like software engineering challenges it was their social

00:54:34 okay so there’s social so so what are the biggest interesting challenges that you’ve learned about

00:54:41 human civilization and in in software engineering through this process

00:54:47 so i guess one of the challenges for me is that like i’m one of the kind of apparently unusual

00:54:54 geek schoolers and i’ve never treated with anything but kindness in school yes um and so

00:55:00 when i got into crypto i kind of expected everyone would just kind of be the same kind

00:55:06 of altruistic and nice in that same way um but the um kind of the algorithm that i used for

00:55:14 finding cofounders for this thing was not very good it was sort of literally one computer

00:55:18 scientist called the greedy algorithm it’s sort of the first 15 people who replied back offering

00:55:23 to help kind of are the cofounders oh you mean like literally the the the people that for will

00:55:29 form to be the the founders cofounders of the community the algorithm i like how you call it

00:55:34 the algorithm yeah um and so what happened was that uh these um like especially as the project

00:55:43 got really big like there started to be a lot of this kind of infighting and there were a lot of

00:55:48 like i wanted the thing to be a non profit and some of them wanted to be a for profit

00:55:53 uh and then there started to be people who were just kind of totally unable to work with each

00:55:58 other there were people that were kind of trying to get an advantage for themselves in a lot of

00:56:04 different ways and this uh just about six months later led to this big governance crisis and then

00:56:12 we kind of reshuffled leadership a bit and then uh the project kept on going then nine months

00:56:18 later there was another governance crisis and then there was a third governance crisis and so

00:56:23 is there a way to if you’re looking at the human side of things is there a way to optimize this

00:56:30 aspect of the cryptocurrency world it seems that there is uh from my perspective there’s a lot of

00:56:36 different characters and personalities and egos and like you said uh i don’t know if you know i

00:56:43 also like to think that most of the world most of the people in the world are well intentioned

00:56:50 but the way those intentions are realized may perhaps come off as uh yeah as as negative like

00:56:56 what uh is there is there a hopeful message here about creating a governance structure for

00:57:03 cryptocurrency that uh where everyone gets along and after about four rounds of reshuffle like i

00:57:09 think we’ve actually come up with something that seems to be pretty stable and happy um i think uh

00:57:18 i mean i definitely do think that most people are well intentioned i just think that like one of the

00:57:25 reasons why i like decentralization is just because there’s like this thing about power

00:57:30 where power attracts people with egos and so that just allows us a very small percentage of people

00:57:35 to just ruin so many things you think ego has a you think ego has a use like is ego always bad

00:57:44 it seems like sometimes does but then the ethereum research team i feel like we’ve found

00:57:50 also kind of a lot like a lot of very good people that are just kind of primarily just interested

00:57:58 in things for the technology and uh things seem to just generally be going quite well

00:58:06 yeah when you’re when the focus and the passion is in the tech so on the so that’s the human side

00:58:11 of things but the technology side like what have you learned what have been the biggest challenges

00:58:16 of bringing ethereum to life on the technology side so i think first of all just uh you know

00:58:25 there’s like the first law of software development which is that when someone gives you a timetable

00:58:30 i switch the unit of time to the next largest unit of time and add one and like we basically

00:58:35 fell victim to that um and uh and so instead of taking like three months it ended up taking like

00:58:44 20 months to watch the thing um and that was just i think underestimating the sheer technical

00:58:51 complexity of the thing um there are research challenges like so for example one of the things

00:58:57 that we’ve been saying from the start that we would do one is a switch from a proof of work

00:59:02 to a proof of stake um where proof of stake is so this uh alternative consensus mechanism where

00:59:08 instead of having to waste a lot of computing power on solving these mathematical puzzles

00:59:13 that don’t mean anything you kind of prove that you have access to coins inside of the system and

00:59:18 this uh then it gives you some level of participation in the consensus can you

00:59:23 maybe elaborate on that a little bit i understand the idea of proof of work

00:59:27 um i know that a lot of people say that the idea of proof of stake is really appealing can you

00:59:32 maybe linger on it longer explain what it is sure uh so basically the idea is like if i kind of lock

00:59:41 up a hundred coins then i turn that into a kind of quote virtual miner and the system itself kind

00:59:49 of automatically and randomly assigns that in a virtual miner the right to create blocks at

00:59:56 particular intervals and then if someone else has 200 coins and they walk on the walk there’s 200

01:00:02 coins then they get a kind of twice as big virtual miner they’ll be able to create blocks twice as

01:00:07 often so it tries to kind of do similar things to proof of work except instead of the thing

01:00:15 and of rate limiting your participation being your ability to crank out solutions to kind of

01:00:22 hash challenges the thing that really limits your participation is kind of how much coins you’re

01:00:26 kind of locking into this mechanism okay so interesting so that that limited participation

01:00:31 doesn’t require you to run a lot of compute does that mean that the richer you are so rich people

01:00:44 um are more like their identities more right and this stable yeah verifiable or whatever

01:00:53 whatever the right terminology is right and this is definitely a common critique i think my usual

01:00:58 answer to this is that like proof of work is even more of that kind of system exactly yeah because

01:01:04 i didn’t mean it and that statement is a criticism i think you’re exactly right that’s equivalent

01:01:08 the proof of work is the same kind of thing but in the proof of work you have to also use physical

01:01:14 resources yes and burn computers and burn trees and all of that stuff is there um a way to mess

01:01:21 with the system of the proof of uh proof of stake there is but you will once again need to have a

01:01:27 very large portion of all the coins that are locked in the system to do anything bad got it

01:01:33 yeah and just that maybe take a small tangent one of the criticisms of cryptocurrency is the fact

01:01:39 that i guess for the proof of work mechanism you have to use so much energy in the world

01:01:44 yes is one of the motivations of proof of stake is to move away from this definitely like what’s

01:01:51 your sense of the uh maybe i’m just under informed is there like legitimately environmental impact

01:01:57 from this yeah uh so the latest thing was that bitcoin consumed as much energy as the country of

01:02:04 austria or something like that yeah and then ethereum is like right now maybe only like

01:02:09 half in order of magnitude smaller than bitcoin i’ve heard you talk about ethereum 2.0 so what’s

01:02:15 the what’s the dream of ethereum 2.0 what’s the the status of proof of stake is the mechanism that

01:02:22 ethereum moves towards and also how do you move to a different mechanism of consensus

01:02:29 within a cryptocurrency so ethereum 2.0 is a collection of major upgrades that we’ve wanted

01:02:36 to do to ethereum for quite some time the two big ones uh one is a proof of stake and the other is

01:02:42 what we call sharding um sharding solves another problem with blockchains which is a scalability

01:02:48 and what sharding does is it basically says instead of every participant in the network

01:02:54 having to personally download and verify every transaction every participant in the network only

01:02:59 downloads and verifies a small portion of transactions and then you kind of randomly

01:03:04 distribute who gets how much work um and because of how the distribution is random it still has the

01:03:11 property that you need a large portion of the entire network to corrupt what’s going on inside

01:03:16 of any shard but the system is still in a very redundant and very secure that’s brilliant how

01:03:23 hard is that to implement and how hard is uh proof of stake to implement like on the technical level

01:03:30 yeah software level proof of stake and sharding are both challenging um i’d say sharding is a bit

01:03:35 more challenging the reason is that proof of stake is kind of just a change to the how the

01:03:40 consensus layer works sharding does both that but it’s also a change to the networking layer

01:03:46 um the reason is that sharding is kind of pointless if at the networking layer you still

01:03:50 do what you do today which is you kind of gossip everything which means that if someone publishes

01:03:55 something every other node and the client hears it like from uh on the networking layer and so

01:04:01 instead we have to have kind of subnetworks and the ability to quickly switch between subnetworks

01:04:05 and have the subnetworks talk to each other and this is all doable but it’s a more complex

01:04:11 architecture and it’s definitely the sort of thing that hasn’t not yet been done in cryptocurrency

01:04:15 so most most of the networking layer in uh cryptocurrency is you’re shouting you’re like

01:04:21 broadcasting messages and this is more like ad hoc networks like yeah you’re shouting within

01:04:26 smaller groups smaller group but you have like a bunch of subnet like exactly then you have to

01:04:31 switch between oh man i’d love to see the uh so it’s a beautiful idea uh so from a graph

01:04:38 theoretical perspective but just the software that like who’s responsible is the ethereum

01:04:44 project like the people involved would they be implementing like what’s the actual

01:04:48 you know this is like legit software engineering uh who like how does that work how do people

01:04:56 collaborate build that kind of project is this like almost um like is there a software engineering

01:05:02 lead is there it’s like is it a legit almost like large scale open source project there is

01:05:08 yeah so um we have uh someone named uh danny ryan on our team who’s just been brilliant and

01:05:14 great all around and he is a kind of de facto kind of development coordinator i guess it’s like you

01:05:22 have to invent job titles for this stuff the reason is that um like we also have this unique

01:05:28 kind of organizational structure where the ethereum foundation itself kind of does research

01:05:32 in house but then the actual implementation is done by independent teams that are separate

01:05:37 companies and they’re located all around the world and like fun places like australia and and

01:05:44 and so uh you know you kind of just need a bunch of kind of almost nonstop cat herding to just

01:05:52 keep getting these people to kind of talk to each other and kind of implement this back make sure

01:05:57 that everyone agrees on kind of what what’s going on and kind of how to interpret different things

01:06:02 so how far into the future are we from these two mechanisms in ethereum 2.0 like what’s what’s your

01:06:08 sense of the timeline keeping in mind the previous comment you made about the sort of uh general

01:06:16 curse of software projects so ethereum 2.0 is split into three phases so phase zero just

01:06:24 creates a proof stake network and it’s actually separate from kind of proof of uh the proof of

01:06:30 work network at the beginning just to kind of give it time to grow and improve itself

01:06:34 do people get to choose sorry to interrupt do people get to choose i guess yes they get they

01:06:39 get to choose to move over if they want to then phase one adds sharding but it only adds sharding

01:06:45 of data storage and not sharding of computation and then after that there is kind of the merger

01:06:51 phase which is where the uh and if the accounts uh kind of smart contracts like all of the activity

01:06:58 and uh the existing eth1 system just kind of gets cut and pasted into eth2 and then the proof of

01:07:04 work chain gets forgotten and then and things all the things that were living there before just

01:07:09 kind of continue living inside of the proof of stake system so for timelines um phase zero has

01:07:18 been uh kind of almost fully implemented um and now it’s just a matter of uh a whole bunch of

01:07:26 security auditing and testing um my own experience is that right now it feels like we’re at about a

01:07:33 phase comparable to when we were doing uh the original ethereum launch when we were maybe about

01:07:40 four months away from launch so that’s just a hunch then that’s just a hunch yeah so how you

01:07:47 know it took it took like over a decade for people to move from python 2 to python 3 uh how do you see

01:07:54 the move from like this phase zero of for for different consensus mechanism do you see there

01:08:01 being a a drastic phase shift in people just kind of jumping to this better mechanism so in phase

01:08:09 zero i don’t expect too many people to do much because in phase zero in phase one the new chain

01:08:15 the get of deliberately enough doesn’t have too much functionality turned on it’s there just like

01:08:20 if you want to be a proof of stake validator you can get things started if you want to store data

01:08:24 for other blockchain applications you can get started but existing applications will largely

01:08:30 keep living on eth1 and then when the merger happens then the merger is a operation that

01:08:38 happens all at once so that’s kind of one of the benefits of a consensus system that like on the

01:08:43 one hand you have to coordinate the upgrade but on the other hand the upgrade can be coordinated

01:08:48 so what’s casper ffg by the way um casper ffg is the consensus algorithm that we are using for

01:08:56 the proof of stake is there something interesting uh specific about casper ffg

01:09:01 like some beautiful aspect of it that’s uh there is so casper ffg combines together kind of two

01:09:09 different schools of a consensus algorithm design uh so the general two different schools of the

01:09:14 of this design are right one is uh 50 fault tolerant but dependent on network synchrony

01:09:23 so 50 fault tolerant but it didn’t tolerate up to 50 of faults but not more but it depends on

01:09:30 an assumption that all of the nodes can talk uh talk to each other within some

01:09:34 kind of limited period of time like if i send the message you’ll receive it within a few seconds

01:09:40 and the second school is 33 fault tolerant but safe under asynchrony which means that

01:09:47 like if we agree on something then that thing is finalized and even if the network goes horribly

01:09:53 wonky the second after that thing is finalized there’s no way to revert that thing um and that’s

01:10:00 fascinating how you would make that happen it’s uh definitely quite clever um i’d recommend the

01:10:06 uh casper ffg paper if you just search like archive as in like arxiv casper ffg it’s that’s

01:10:12 that’s an archive the paper is an archive yeah yeah who are the authors um myself and uh virgil

01:10:18 griffith that’s awesome i take a small tangent this idea of just putting out white papers and

01:10:25 papers and putting them on archive and just putting them publicly is that is that at the core

01:10:31 is that a necessary component of the currency is that the tradition started with uh uh satoshi

01:10:38 nakamoto’s what do you make of it like what do you make of the future of that kind of sharing of

01:10:42 ideas i guess so yeah and it’s definitely something that’s kind of mandatory for crypto because like

01:10:50 crypto is all about making systems where you know you don’t have to trust the operators to

01:10:56 trust that the thing works and so if anything behind our system works is closed sourced and

01:11:02 that kind of uh kills the point and so there is the kind of a sense in which the fundamental

01:11:09 properties of the category of the thing we’re trying to build just kind of forces openness

01:11:14 but also openness just has proven to be a really great way to collaborate and then there’s actually

01:11:19 had a lot of kind of innovation and academic collaboration that’s just kind of happened

01:11:24 ad hoc in the crypto space the last few years so like for example we have this forum called

01:11:31 eth research that’s like e th r e s e a r and then dot ch um and there we publish kind of just

01:11:40 ideas in a form that’s kind of half formal like it’s halfway in between like it’s it’s a kind of

01:11:46 a text write up and then you can have math in it but it’s often and of much shorter than a paper

01:11:52 and it turns out that the great majority of new ideas like they’re just kind of fairly small

01:11:58 nuggets that you can explain in like five to ten lines and they don’t really they don’t need the

01:12:03 whole formality of a paper exactly they don’t require the kind of like 10 pages of a filler

01:12:08 and so introduction conclusion is not needed yeah and so instead you just kind of publish the idea

01:12:15 and then people can go comments on it and that’s brilliant yeah this has been great for us i think

01:12:20 i interrupted you was there something else on casper ffg that’s just casper ffg is just kind

01:12:26 of combines together these two schools um and so basically it creates this system where if you have

01:12:36 more than 50 that are honest then and you have network synchrony then the thing kind of goes

01:12:44 as a chain but then if network synchrony fails then kind of the last few blocks in the chain

01:12:48 might um kind of get replaced but anything that was finalized by this kind of more asynchronous

01:12:54 process uh gets uh can’t be reverted and so you essentially get a kind of best of both worlds

01:13:02 between those two models okay so i know what i’m doing tonight i’m going to be reading the casper

01:13:07 fg paper uh apologize for the romanticized question but what to you are some or the most

01:13:15 beautiful idea in the world of ethereum just something uh surprising something beautiful

01:13:21 something powerful yeah i mean i think the fact that money can just emerge out of a database if

01:13:27 enough people believe in it i think is definitely one of those things that’s up there um i think one

01:13:33 of the things that i really love about ethereum is also this concept of composability so this is the

01:13:39 idea that like if i build an application on top of ethereum then you can build an application that

01:13:45 talks to my application and you don’t even need my permission you don’t even need to talk to me

01:13:51 right so one really fun example of this is there was this game on ethereum called crypto kitties

01:13:57 that just involved kind of breeding digital cats yes and someone else created a game called crypto

01:14:03 dragons where the way you play crypto dragons is you have a dragon and you have to feed it crypto

01:14:08 kitties um and they just uh created the whole thing just like as an ethereum contract that you

01:14:17 would send these uh these tokens that are defined by this other ethereum contract and for the

01:14:23 interoperability to happen like the projects didn’t don’t really need to like the teams don’t

01:14:29 really need to talk to each other you just kind of interface with the existing program so it’s

01:14:35 arbitrarily composable in this kind of way so you have different uh you know different groups that

01:14:39 could be working and so you could see it scaling to just outside of dragons and kitties it could

01:14:44 be you could build like entire ecosystems of software yeah and in the i mean especially in

01:14:50 the decentralized finance space that’s been popping up the last two years there has been

01:14:56 a huge amount of really interesting things happen as a result of this is a particular kind of like

01:15:02 financial applications kind of thing yeah i mean there’s like stable coins so this is a kind of

01:15:08 tokens that retain a value equal to one dollar but they’re kind of backed by a crypt uh cryptocurrency

01:15:16 um then there’s decentralized exchanges um so when as far as the decentralized exchanges goes

01:15:22 there’s this uh really interesting construction that um has existed for about one and one and a

01:15:29 half years now called uniswap so what uniswap is it’s a smart contract that holds the balances of

01:15:37 two tokens we’ll call them token a and token b and it maintains an invariance that the balance

01:15:42 of token a multiplied by the balance of token b has to equal the same value and so the way that

01:15:47 you trade against the thing is basically like you have this kind of curve you know like x times y

01:15:53 equals k and yeah before you trade it’s at some points on the curve after you trade you just like

01:15:58 pick some different any to any other points on the curve and then whatever the delta x is that’s the

01:16:03 amount of a tokens you provide whatever the delta y is that’s the amount of b tokens you get or vice

01:16:08 versa and that’s just and then kind of the slope at the current points on the curve kind of is the

01:16:14 price um and so that just is the whole thing and that just allows you to have this exchange for

01:16:24 tokens and even if there’s very few participants and the whole thing is just like so simple and

01:16:32 it’s just very easy to set up very easy to participate in and it just provides so much value

01:16:39 to people so and uh the uh the fundamental the the distributed application infrastructure allows

01:16:48 that somehow yes so this is a smart contract meeting this is all a computer program that’s

01:16:53 just running on ethereum smart contracts too are just fascinating they are okay do you think

01:17:01 cryptocurrency may become the main currency in the world one day so where do you think we’re headed

01:17:06 in terms of the role of currency the structure type of currency in the world i definitely expect

01:17:14 um fiat currencies to continue to exist and continue to be strong and i definitely expect

01:17:20 kind of fiat currencies to also digitize in their own way over the next couple of decades what’s

01:17:25 fiat currency by the way oh just like things like us dollars and like dollars and euros and yen and

01:17:31 these other things and they’re sort of backed by governments yes but i also expect kind of

01:17:36 cryptocurrencies to play this kind of important role in just making sure that people always have

01:17:43 an alternative if fiat currencies start breaking so like if or if you’re in you know some very

01:17:51 high inflation place like venice will for example or if uh your country just kind of gets cut off

01:18:01 from um cut off from other financial systems because of like something the banks do

01:18:06 uh if any kind of if there’s even like some major trade disruption or something worse happens then

01:18:14 like cryptocurrencies are the sort of thing that just because of their kind of global neutrality

01:18:18 they’re just kind of always there and you can keep using them it’s interesting that you’re quite

01:18:23 humble about the possibilities of the future of cryptocurrency you don’t think there’s a possible

01:18:29 future where it becomes the main set of currency because it feels like it feels like the centralized

01:18:38 control by governments of currency is limiting somehow maybe my naive utopian view of the world

01:18:45 it’s uh i mean it’s definitely very possible uh i mean i think like for cryptocurrencies being

01:18:53 the main form of value to kind of work well like you do need to have some much more price stability

01:19:04 than they have today and i mean there are now stable coins and there are kind of cryptic

01:19:08 cryptocurrencies that try to be more stable than existing things like bitcoin and ether but

01:19:13 and that just is to me the kind of the main challenge do you think oh that’s do you think

01:19:19 that’s a characteristic of this just being the early days it’s such a young concept the 10 years

01:19:25 is nothing in the history of money yeah and i think it’s a combination of two things right one

01:19:31 is um it’s uh uh it’s still early days but the other is a kind of more durable any kind of

01:19:37 economic problem which is that like demand for currency is volatile right because of like

01:19:43 recessions booms changes to technology lots of things and if people’s demand for how much

01:19:49 currency they want to hold changes and if you have a currency that has a fixed supply

01:19:54 then the change in demand has to be entirely expressed as a change in value of the currency

01:20:00 and so what that means is that kind of the volatility of demand becomes entirely translated

01:20:04 into volatility and ahead of prices of things that dominated in that currency but if you have

01:20:10 a currency where instead the supply can change and so the supply can kind of go up when there’s

01:20:15 more demand then you have the supply and of absorbing more of that volatility and so the

01:20:22 price of the currency would absorb less of the volatility on that topic so bitcoin does have a

01:20:26 limited supply a specific fixed supply yes uh what’s what’s the idea and ethereum doesn’t but

01:20:33 can you clarify just in the comments you just made is ethereum qualify to the kind of currency

01:20:41 that you’re talking about and being flexible in the supply i mean it’s a bit more flexible but

01:20:46 kind of the thing that you would really want is something that’s kind of specifically flexible

01:20:53 in response to how valuable the currency is and and i’d recommend you to look at stable coins

01:21:00 as well so like things like die for example it’s a new like how you spell that da i and what uh

01:21:07 what’s stable coins is it a type of cryptocurrency it is a type of cryptocurrency it’s um a type of

01:21:14 cryptocurrency that’s issued by a smart contract one of these ethereum computer programs that um

01:21:21 where the smart contract holds a bunch of ether and then it is basically like that people deposit

01:21:27 and then it issues die and the reason why people deposit is because they want to kind of go high

01:21:32 leverage on their ether and so it kind of pairs these two sets of users one that wants stability

01:21:37 and one that kind of wants extra risk together with each other and it basically creates some

01:21:45 or gives one set of participants a guarantee that they’ll be that they have this asset that can

01:21:52 that can be later converted back into ether but and like specifically at kind of the one dollar

01:21:56 rate and it has some kind of uh stabilizing network effects yeah it has this yeah it has

01:22:03 many kinds of stabilizing mechanisms in it that’s fascinating okay this is this world is awesome

01:22:08 technically just from a scientific perspective is an awesome world uh that i i often don’t see from

01:22:14 an outsider’s perspective what i often see is kind of uh maybe hype and a little bit if i may say so

01:22:21 like charlatanism and you don’t often see at least from my outsider’s perspective the beautiful

01:22:28 science of it and the engineering of it i mean maybe is there a comment you can make of who to

01:22:35 follow how to learn about this world without being um interrupted by the charlatans and the hype

01:22:45 people in this space i think you do need to just know the specific kind of just people to follow

01:22:51 like there’s you know there’s all the kind of the cryptographers and the researchers and there’s

01:22:57 just like even just the ethereum research crew like myself you know like dan grad danny justin

01:23:03 and of the other people were and then and of the academic cryptographers and like before um

01:23:12 this today i was at stanford and stanford has the center for blockchain research and of dan bonet

01:23:18 this and really a famous and great cryptographer um was uh running it and there’s a lot of other

01:23:25 people there and there’s people working on zero knowledge proofs for example and um zuko from

01:23:33 zcash has one other person that i respect so i think if you follow the technical you crawl along

01:23:41 that yeah yeah you just start with the theory group and then look at the academics day bonet

01:23:45 and so on and then just cautiously expand the network of people you follow yeah exactly and

01:23:51 like if someone seems too too self promotional then just like remove them is there books

01:23:58 that are so there’s these white papers and we just discussed about about ideas being

01:24:03 condensed into really small parts is there books that are emerging that are kind of

01:24:09 good uh introductory material so for historical ones and there’s like nathaniel popper’s digital

01:24:15 gold which is just about the history of bitcoin there’s like one and then matthew leising announced

01:24:20 that there’s one about the history of ethereum um for technical ones and there’s andreas hansenopoulos

01:24:26 is mastering ethereum great so um let me ask you sort of uh sorry to to pull back to the

01:24:35 the idea of governments and decentralized currency

01:24:40 you know there’s a tension between decentralization of currency and the power of nations

01:24:46 um the power of governments you um what’s your sense about that tension can is there some rule

01:24:53 for regulation of currency you yeah is there like is the government the enemy of digital currency

01:25:02 of distributed currency or can they be like cautious friends i mean i think like

01:25:11 like the one thing that people forget is that it’s clearly not entirely an enemy because i think

01:25:18 if uh there hadn’t been so much government regulation on and if centralized uh issuing

01:25:27 centralized digital currencies then i like we’d be seeing things people like google and facebook

01:25:32 and twitter just kind of issuing them left and right and then like if that was the case then

01:25:37 decentralized currencies would still appeal to some people but they definitely would appeal to

01:25:41 less people than today so even in that sense i think it’s uh clearly been kind of more of a help

01:25:49 just kind of set the stage for the end of the existence as a of the sector in some ways but

01:25:57 also and i think some of both you know like there’s definitely things that governments

01:26:03 and if can do in some cases have done to have hurt the spread of uh and of growth of uh of

01:26:10 blockchains there’s uh things that they’ve done to help and they’ve uh in some cases definitely done

01:26:17 a good job of kind of going after fraudulent projects and going after some of the projects

01:26:23 that have some of the kind of craziest and most misleading marketing um there’s uh also the

01:26:30 possibility that governments will end up using blockchains for a lot of different things like

01:26:35 you know governments yeah i mean they do a lot more than just regulating right like there’s also

01:26:40 like they have the kind of identity records and they have kind of like property registries

01:26:49 even just their own currency is like secure like lots of different kind of things that they’re

01:26:56 operating and there’s even blockchain applications in a lot of those yeah and they can you know they

01:27:02 can leverage technology do a lot of good for our societies it is a little unfortunate that

01:27:08 governments often lag behind in terms of their acceptance and leverage of technology if you look

01:27:14 at the autonomous vehicle space ai in general they’re uh they’re a few years behind it’d be

01:27:22 nice uh to help them catch up that’s a that’s that’s a always ongoing problem you um met

01:27:29 vladimir putin to discuss the centralized currency here you’re born in the where were you born

01:27:35 columbia it’s a city about 115 kilometers south of moscow in russia yes yeah i grew up in moscow

01:27:44 i mean that’s vladimir putin is a is a central figure in this part of the world so what was

01:27:49 that like meeting or meeting him what was that experience like he’s taller in photos than in

01:27:56 person yeah he’s yeah that’s right he’s 57 i think 58 maybe yeah that’s uh unfortunately we

01:28:07 didn’t actually kind of have too much of a chance to talk to him like i managed to see him for about

01:28:11 one minute at the end of this meeting and i did get a chance to see a lot like some of the other

01:28:17 end of government ministers and like he recommended some and uh some of them are are actually

01:28:24 kind of interested in trying to use um like blockchains to like for various government

01:28:30 use cases they kind of limit corruption and other things and i have like it’s hard to tell from one

01:28:36 conversation kind of what things are genuine and what things are just like oh blockchain is cool

01:28:41 let’s do blockchain right but you know when i when i listen to like um barack obama talk about

01:28:48 artificial intelligence there’s certain things i hear where okay so he might not be an expert in

01:28:55 ai but he know he like actually studied it carefully enough to think about it like he

01:29:02 internally like uh even if he’s just reading a wikipedia page like he really thought about what

01:29:08 this technology means did you get a sense that uh putin or some of the ministers like thought about

01:29:15 blockchain like thought about the fundamentals of technical like understand it intuitively

01:29:19 are they too old school to try to grasp it some are old school some are more new school

01:29:26 it depends it’s it’s definitely like depends on who you talk to i mean that’s an open question

01:29:31 for me with putin because putin has said i don’t know i’ve only talked to him for about one minute

01:29:37 so but sometimes you can pick up sort of insights there’s a quick comment there they’re about maybe

01:29:44 you can correct me on this but they’re about 3000 cryptocurrencies being actively traded yes uh and

01:29:50 ethereum is one of you know a lot of people believe that there will be the the main cryptocurrency i

01:29:56 think bitcoin is currently still the main cryptocurrency but ethereum very likely might

01:30:00 become that the the main one um is this kind of diversity good in the crypto world do you see it

01:30:07 sticking around should there should there be a winner like should there be some consensus globally

01:30:12 around uh bitcoin or around ethereum like what’s your what’s your sense i definitely think the

01:30:18 diversity is good and i definitely think also that there’s probably too many people trying to

01:30:23 make separate blockchains kind of right now the number should definitely be greater than one and

01:30:29 probably greater than two or even five um not three thousand not three thousand yeah and also

01:30:35 not even like 40 high quality platforms that try to do the same thing i mean there’s definitely

01:30:40 this range from just like one person who just like wrongly thinks that you can create a cryptocurrency

01:30:48 in like 12 hours and uh doesn’t even think about kind of the community aspects of maintaining it

01:30:53 going to uh people actually trying but only creating a really tiny one to like scammers

01:31:01 to people like making something that’s actually successful and then there’s a lot of different

01:31:09 categories of blockchain and you have project in terms of what it’s trying to do and what

01:31:13 applications it’s for um and i think the experimentation is definitely healthy

01:31:18 if you look at the two worlds it might be a little bit disjoint but uh the distributed

01:31:24 applications cryptocurrency and then the world of artificial intelligence do you see there’s some

01:31:29 overlap between these worlds that both worry about centralized control is there some overlap that’s

01:31:36 interesting that you think about do you think about ai much yeah and i think uh definitely

01:31:42 i’d have thought about things like in like the ai and if control problems and alignment problems and

01:31:48 all of those things do you worry about the existential threat of ai it’s definitely one

01:31:52 of the things i worry about they think um block there’s a lot of uh kind of common challenges

01:32:01 because in in both cases what you’re ultimately trying to do is you’re trying to kind of get a

01:32:07 simple system to direct a more complex system like in the case of uh this is drawing ai’s the

01:32:14 idea would be that the simple system is people and the complex system is well whatever um thing

01:32:20 uh the people uh the people end up kind of unleashing on the universe that’ll hopefully be

01:32:24 a great thing um and in the case of blockchains and of the complex well the simple thing is uh

01:32:32 the algorithm which is a piece of static and fully open source code and the more complex thing is

01:32:36 just the all of the different possible kind of human actors and the end of the strategy is that

01:32:44 they might end up used to participate in the network do you think about your own mortality

01:32:50 like what you hope to accomplish in your life oh i definitely i definitely think about ending my

01:32:56 own mortality so that’s if i gave you the option to live forever would you depends a lot on what

01:33:03 the fine birds is but i mean you know if it’s one of those things where i’m going to be kind

01:33:08 of like floating through empty space for 10 to the 75 years then no if it’s uh um forever worth

01:33:16 of uh and of having you know fulfilling life with uh and of meaning like with with friends to uh to

01:33:26 spend the time with with kind of meaningful challenges to explore and individual interesting

01:33:32 things to be working on then i think absolutely move that’s uh beautifully put live forever

01:33:40 but uh you’d have to check the fine print i think there’s no better way to end it vitalik

01:33:45 thank you so much for talking to us so exciting to follow your work from a distance and uh thank

01:33:52 you for creating a revolutionary idea and sticking with it and building it out and doing some

01:33:56 incredible engineering work and thanks for talking today yeah thank you thanks for listening to this

01:34:01 conversation with vitalik buterin and thank you to our sponsors express vpn and masterclass please

01:34:08 consider supporting the podcast by signing up to masterclass at masterclass.com slash lex

01:34:14 and getting express vpn at express vpn.com slash lex pod if you enjoy this podcast subscribe on

01:34:23 youtube review it with five stars on apple podcast support it on patreon or simply connect with me on

01:34:28 twitter at lex friedman and now let me leave you with some words from vitalik buterin the thing

01:34:36 that i often ask startups on top of ethereum is can you please tell me why using ethereum blockchain

01:34:43 is better than using excel and if they can come up with a good answer that’s when you know you’ve

01:34:48 got something really interesting thank you for listening and hope to see you next time