Vitanuova for 2002 July 3 (entry 1)

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Five people came from Microsoft to meet with us on Tuesday about Palladium. It was very interesting.

"Sealed storage" is a very technically clever idea. Some of the subtleties hit me only after the meeting. Basically, you have a hardware co-processor within a machine which contains some unique secret symmetric key (not known to anybody other than the co-processor). Call this s. Also assume that the co-processor is also to take a hash h of whatever kernel k is running on the ordinary CPU. (In Palladium this is actually something called a "nub" -- in their marketing materials a "Trusted Operating Root" or "TOR" -- but we can pretend it's the OS kernel instead.)

The co-processor provides two functions, c=SEAL(p) and p=UNSEAL(c). Within the co-processor, SEAL is implemented approximately as aes_encrypt(s+h, p), and UNSEAL approximately as aes_decrypt(s+h, p). (I am simplifying and eliding many details; the real implementation is more complex and provides several additional features.)

The interesting consequence of this is that any program running on the system can call into the coprocessor and ask the coprocessor to encrypt or decrypt arbitrary data. (Actually, usually just a symmetric key for data, not the data itself, but we'll pretend it's the data.) The coprocessor by its very nature can successfully decrypt whatever it has previously encrypted, but only if the encryption was performed on the same machine while the same kernel k was running! If the decryption is attempted on a different PC (which has a different secret key h), or even on the same PC while running a different or modified operating system, the decryption routine will fail to decrypt the data. Thus, a program is able to say "encrypt this so that it can only be decrypted by a process running on the current machine under the currently-running operating system kernel". And the program can have confidence that the encryption occurs in an unobservable way and that the resulting encrypted data can be safely stored in an untrusted medium, because it will never be possible to decrypt it except upon request of software running in an identical environment.

I feel that I'm not quite doing justice to this clever technique, partly because I'm omitting some details, and partly because I haven't actually described the rest of the environment (how the coprocessor fits into the rest of the system, how and when the hash of the kernel is taken, how the coprocessor knows that the hash of the kernel is accurate, etc.).

But one interesting consequence of this idea is that you can actually have software which can be open source and runs on an ordinary PC and yet can store information locally on a hard drive in a way that the PC's owner (or somebody who steals the hard drive) can't use or transfer the information except according to a policy specified within the software. This can be the case even though the owner of the PC is able to examine and modify the software, and even to reboot the machine in single-user mode, and run debuggers and emulators and so on. There is no security-through-obscurity necessary, although there are still certain physical security assumptions involved (the user can't arbitrarily read or modify the contents of the coprocessor or certain other parts of the PC's hardware).

Think about this: if you move the file (and, if you like, the entire software operating environment!) to another PC, the application can no longer decrypt the file. If you modify the operating system (which you are able to do), the application can longer decrypt the file. If you run a different operating system (which you are able to do), the application can no longer decrypt the file. If you modify the application (which you are able to do), the application can no longer decrypt the file. This is a technically impressive capability! After the meeting, I kept realizing more and more interesting features of this design.

Sealed storage is one part of Palladium, although not the whole thing. It is one of the pieces which provide what we referred to as "epistemology" for software running on a trusted system. How can the software tell that it isn't running in a virtual machine, an emulator, a debugger, a system call tracer, a deceptive system-call tracer, a virtualized OS kernel, etc.? It's been suggested that it's a good thing when software can't tell, because end-users thereby acquire more control, or reverse-engineering for interoperability and competition is possible, or we can preserve computing history, or preserve human culture. If software can tell, maybe we can't do these things, because someone can try to make the software enforce a policy against running under emulation.

Descartes was one of the early epistemologists to worry about whether his sensory experience (what software calls input and output) is real or merely emulated, although that concern goes back to the very beginnings of philosophy and speculative thought.

Plato's cave is one more ancient instance of this anxiety -- and in some sense so is Chuang Tzu's "butterfly dream". Plato and Descartes, wholly unlike Chuang Tzu, specifically imagine a conspiracy on the part of a malignant intelligence. Shall we say that Western philosophy is more paranoid than Eastern, that the Western philosopher is always prepared to believe in the Adversary? In Chuang Tzu, the deception is simply a result of a dream, and no moral evil or ill will. But in Plato the victims of the deception are actually "en tautêi ek paidôn ontas en desmois kai ta skelê kai tous auchenas". Ouch! (Who would be so cruel as to chain people in a cave beneath the earth and shackle them since childhood, "ek paidôn"?) In Descartes we start off with ordinary and harmless dreams:

Praeclare sane, tanquam non sim homo qui soleam noctu dormire, & eadem omnia in somnis pati, vel etiam interdum minus verisimilia, quam quae isti vigilantes. Quam frequenter vero usitata ista, me hic esse, toga vestiri, foco assidere, quis nocturna persuadet, cum tamen positis vestibus iaceo inter strata!

Age ergo somniemus, nec particularia ista vera sint, nos oculos aperire, caput movere, manus extendere, nec forte etiam nos habere tales manus, nec tales totum corpus [...]

But eventually, just a few paragraphs later, we come to possess an infinitely powerful and intelligent adversary whose only goal in life is to deceive us in the service of some terrible evil:

genium aliquem malignum, eundemque summe potentem & callidum, omnem suam industriam in eo posuisse, ut me falleret

(!)

If you walked into a psychiatrist's office talking about the genius malignus, summe potens et callidus, qui posuit omnem suam industriam in eo, ut me falleret, wouldn't you be diagnosed with paranoid schizophrenia, at least as long as your psychiatrist understood Latin?

But it's a reasonable fear for an epistemologist, or for a computer program. In the computer security world, there is an Adversary, there is a Devil, summe potens et callidus...

Cory suggested that trusted computing initiatives (and their technical features like sealed storage) occupy in security software's epistemology the same position God and God's perfection occupied in Descartes's epistemology.

Ut autem etiam illa tollatur, quamprimum occurret occasio, examinare debeo an sit Deus, &, si sit, an possit esse deceptor; hac enim re ignorata, non videor de ulla alia plane certus esse unquam posse.

(But so that that this [problem] might also be removed, I should, as soon as possible, examine whether there be a God, and, if there be, whether he might be a deceiver; for, being ignorant of this thing, I cannot appear to be able ever to be entirely certain about anything else.)

It doesn't take Descartes very long:

In primis enim agnosco fieri non posse ut ille me unquam fallat; in omni enim fallacia vel deceptione aliquid imperfectionis reperitur [...] nec proinde in Deum cadit.

(For in the beginning I perceive that it is impossible that he should ever deceive me; for in every deceit or deception there appears some sort of imperfection [...] and [this] does not thereby fall to God.)

Cory says God's part here in the software's epistemology is things like sealed storage, and the counterpart of God's perfection is Microsoft's trustworthiness.

It was nice of the Microsoft folks to come down and talk with us; I really enjoyed it, and I learned a lot about Palladium, not that I have a clear assessment of whether Palladium is good or bad. We met with them for about four hours, and I spent much of the rest of the day digesting and talking to other people about those four hours. And certainly there's a lot of sophistication there.


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