Podcast Episode 39

Episode 039 48 min

Steve Orrin, Federal CTO at Intel, on Tech, Trust, and Transformation

with Steve Orrin · Intel

0:00 / 48:00

Also on Spotify, Apple Podcasts, YouTube, Podbean, Player FM

Episode 39 of The Security Podcast of Silicon Valley, published March 9, 2024. Host Jon McLachlan talks with Steve Orrin, the federal chief technology officer and a senior principal engineer at Intel, about his three roles at Intel, his run of security startups from desktop encryption in 1995 to XML security at Sarvega, which Intel bought in 2005, federalizing commercial solutions and the 80-20 rule, AI that takes the mundane 70 to 80 percent of security work, the iceberg of data work under every model, scale-out and scale-up, securing AI itself, how few data points identify a person, confidential computing and data in use, enclaves without code changes, homomorphic encryption, build versus buy and the non-obvious acquirer, his lab and Kali Linux, how he interviews, his path from research biology to security, and the day Bruce Schneier tore an algorithm of his to shreds.

Episode notes

In this captivating episode of a YSecurity.io production, we delve into the mind of Steve Orrin, the Federal CTO at Intel, who provides valuable insights into various topics, including AI, Trusted Execution Environments, Cloud Computing, Team Building, Mergers and Acquisitions, and Entrepreneurship. Steve began his career as an entrepreneur, but after Intel acquired his company, he took his career to the next level and has been with Intel for over 18 years. As the Federal CTO at Intel, he leads Intel’s efforts in the DoD and Federal Government verticals. Throughout the interview, Steve shares personal anecdotes and life lessons, discussing how he transitioned from a background in biology to a successful career in technology and private industry.

Hosted by Jon McLachlan — co-founder of YSecurity.

The deep dive

Data in use

Steve Orrin, the federal CTO at Intel, with Jon on three roles in one title, a run of security startups that ended in an acquisition by Intel, federalizing commercial solutions, the 80-20 rule, AI for the mundane 70 to 80 percent, the iceberg under every model, scale-out and scale-up, securing AI itself, data in use and confidential computing, enclaves without code changes, homomorphic encryption, build versus buy, the non-obvious acquirer, a lab with Kali Linux, how he interviews, and the day Bruce Schneier tore his algorithm to shreds.

Episode 39 of The Security Podcast of Silicon Valley aired on March 9, 2024, with Jon McLachlan hosting. The guest was Steve Orrin, the federal chief technology officer and a senior principal engineer at Intel (Podbean, LinkedIn). The episode is called “Steve Orrin, Federal CTO at Intel, on Tech, Trust, and Transformation.”

“That’s where confidential compute comes in.”

Steve Orrin, at 18:06

Listen · Steve Orrin on episode 39, from 17:47
About 20 seconds: Steve on the three states of data, and the one that was missing. The clip stops on its own. Read the full transcript.

Steve’s LinkedIn lists him as chief technology officer and senior principal engineer at Intel Federal since 2013, after eight years as a director of security architecture at Intel. Before Intel he was chief security officer of Sarvega, chief technology officer of Sanctum, co-founder and chief technology officer of LockStar, and chief technology officer of SynData Technologies (LinkedIn).

The show notes list the topics: AI, trusted execution environments, cloud computing, team building, mergers and acquisitions, and entrepreneurship. They say Steve leads Intel’s work with the Defense Department and the federal government (Podbean). In December 2022, WashingtonExec put him on its list of top chief technology officers to watch in 2023. Its profile says his team covers AI, cybersecurity, edge and high-performance computing (WashingtonExec).

This page follows the conversation in order: a section for each part of it with the sources beside it, sixteen figures, fifteen clips from the tape, the full transcript, and five tools: a quiz, a scorecard for how well you protect data in use, a calculator for how many people three data points can single out, a timeline, and a to-do list. Where the decodes of the tape disagree on a word, the transcript puts its best guess in brackets, and the page doesn’t quote those words.

Three roles in one title

Jon notes from Steve’s LinkedIn that he has been at Intel for almost 20 years. Steve says Intel acquired him in 2005. He then led what Intel called security pathfinding: security innovation above the chip, into the operating system, virtualization and the web. For about nine years he drove trusted cloud, trusted virtualization, anti-malware and web security. In 2013 he became the federal CTO and took over Intel’s federal technology practice.

“As the federal CTO, I really have sort of three roles inside the company.”

Steve Orrin, at 1:28

Listen · Steve Orrin on episode 39, from 1:27
About 30 seconds: Steve on the first two parts of his job. The clip stops on its own. Read the full transcript.

The first role is helping federal customers and their ecosystem use Intel’s architecture, hardware and software for the government’s enterprise and mission goals. The second is translating government requirements back into Intel’s business units, so they build what the government will need. The third is advanced innovation: taking the big hairy problems to agencies, the primes and Intel’s technologists, and showing what is possible in AI and data science, security and high-performance computing.

Three cards. One, Intel to the government: help federal customers and their ecosystem use Intel's architecture, hardware and software for enterprise and mission goals. Two, the government to Intel: translate government requirements back into Intel's business units, so they build what the government will need. Three, filled, advanced innovation: take the big hairy problems to agencies, the primes and Intel's technologists, and show what is possible in AI, security and high-performance computing. Steve's line: "As the federal CTO, I really have sort of three roles inside the company." Steve, at 1:28
The three parts of Steve's job as Intel's federal CTO, as he describes them on the tape.

A run of security startups

Jon asks about Steve’s startup years before Intel. Steve did a series of security startups through the 1990s and 2000s. The first, in 1995, made a desktop file encryption and security product. The second, founded in 1998, went to the other end of the spectrum with mainframe security. As CTO of Sanctum he helped create the web security market, and after Sanctum was acquired he did the same for XML security. Intel bought that last company, and then gave him the chance to keep innovating on Intel’s budget.

“No more VC calls.”

Steve Orrin, at 3:40

His LinkedIn gives the names and dates. SynData Technologies, 1995 to 1998, made desktop email and file security. LockStar, which he co-founded and ran as CTO from 1998 to 2001, secured legacy applications and opened them up to web services. Sanctum, where he was CTO from 2002 to 2004, made the AppScan testing tool and the AppShield firewall. Watchfire bought Sanctum, and he was its VP of security and technology until 2005. Sarvega, where he was chief security officer in 2005, made products to secure and scale XML web services (LinkedIn). IBM bought Watchfire on July 20, 2007 (Wikipedia).

Jon has heard this called intrapreneurship, and Steve agrees.

A timeline. 1993: New York Medical College, research associate in a biochemistry and molecular biology lab, to 1995. 1995: SynData Technologies, CTO of his first startup, desktop email and file security, to 1998. 1998: LockStar, co-founder and CTO, securing legacy applications and opening them to web services, to 2001. 2002: Sanctum, CTO, with the AppScan testing tool and the AppShield firewall, to 2004. 2004: Watchfire, VP of security and technology after Watchfire acquired Sanctum, to 2005. August 2005, filled: Sarvega, chief security officer of the XML software company Intel bought on August 17, 2005. 2005: Intel, director of security architecture, senior security architect and principal engineer, to 2013. 2013, filled: Intel Federal, chief technology officer and senior principal engineer, to the present. March 2024: this episode, aired on March 9, 2024. Steve on joining Intel: "No more VC calls." Steve, at 3:40
Steve's path from a biochemistry lab to Intel's federal CTO, from his LinkedIn.

Federalize commercial solutions

Jon asks what it is like to face outward in the government security space, with a finger on the pulse so Intel can build what agencies will need. Steve says part of it is good people at your side. AI changes fundamentally every six months or faster, and new threats keep coming. The other part is talking to customers: sitting down with the people who own the problem, seeing the environment they live in, and bringing what other industries have done.

Intel is inside quite literally everything, he says, so his federal work is never far from financial services, healthcare, or industrial and manufacturing.

“I like to joke that I federalize commercial solutions often, taking what worked really well in oil and gas, and I can apply that to a Navy ship, or taking what worked really well for health insurance and applying that to the VA, that is, for all intents and purposes, one of the largest health providers in the world.”

Steve Orrin, at 5:31

Listen · Steve Orrin on episode 39, from 5:15
About 30 seconds: Steve on federalizing commercial solutions. The clip stops on its own. Read the full transcript.

The VA’s health arm, the Veterans Health Administration, runs 146 medical centers and 772 community clinics and employs over 350,000 people (Wikipedia).

The 80-20 rule

Jon says it comes back to never reinventing the wheel, and to falling in love with the problem itself. Steve has a name for it.

“Like 80% of a solution in one space with 20% customization can solve multiple different things.”

Steve Orrin, at 6:21

It goes both ways, he says. A commercial solution gets modified for a government use case, or something that worked for the government scales out to other verticals.

Two rows of boxes with arrows. Oil and gas, commercial, to a Navy ship, federal and filled. Health insurance, commercial, to the VA, federal and filled. Below, two bars: the solution from one space, 80%, filled. Customization for the next one, 20%. A note: it goes both ways, a commercial solution modified for a government use case, or something that worked for the government scaled out to other verticals. Steve's 80-20 rule: "Like 80% of a solution in one space with 20% customization can solve multiple different things." Steve, at 6:21
Steve's two examples of federalizing a commercial solution, and his 80-20 rule.

AI takes the mundane

Jon asks where AI, hardware acceleration, security and privacy meet, and how Intel is positioning itself. Steve says AI has a hype cycle, but things really are changing, faster than with other technologies. Regulators and policymakers are trailing. Businesses are unsure what AI will mean for them, while their data scientists are off adopting it.

He expects AI to transform cybersecurity by automating manual and time-consuming work. Today, he says, people rely on reams of data and gut instinct to say a set of indicators is an APT campaign, the work of an advanced persistent threat (Wikipedia). Steve wants AI to make that call without 40 hours of top-tier security people. He isn’t trying to replace the security team.

“the problem is we’re burning them out by having them look at every firewall hit”

Steve Orrin, at 8:30

“AI is going to be able to tackle the sort of the 70 to 80% of what I call the mundane or the stupid stuff.”

Steve Orrin, at 8:36

Listen · Steve Orrin on episode 39, from 8:23
About 20 seconds: Steve on the work AI should take off the security team. The clip stops on its own. Read the full transcript.

Let AI identify, categorize, mitigate and patch those, he says. Your top-skilled people, whom you don’t have the budget to add to, can then go after the hard things you can’t yet train an AI to find. They get the interesting work, and everything else gets fixed faster.

Two figures side by side. 70 to 80%: of the work, what Steve calls the mundane or the stupid stuff. Let AI identify, categorize, mitigate and patch it. The hard things: your top-skilled people, whom you don't have the budget to add to, go after what you can't yet train an AI to find. Below, three points. Today: reams of data and gut instinct to call a set of indicators an APT campaign. The cost: people burned out by every firewall hit and every SIEM alert. Filled, with AI: no 40 hours of top-tier security people to make that call, and faster time to remediation for everything else. Steve's line: "AI is going to be able to tackle the sort of the 70 to 80% of what I call the mundane or the stupid stuff." Steve, at 8:36
How Steve splits security work between AI and the team, from the tape.

Attackers already use it

Steve says AI is already changing how threat actors work. He has seen phishing campaigns written by GPT-style tools. They are much better when you can ask for a phishing email in the English of the South than when someone in Russia has to guess what that looks like.

“their adversaries are using the tools”

Steve Orrin, at 9:47

That’s the challenge he sees for CISOs, whose own teams aren’t taking advantage of the tools. The message he wants to get across is that these tools won’t stress your organization. They could help.

The iceberg

The other side of AI is what everyone focuses on: the transformer, the GPT, the large language model. Steve calls that the sexy stuff, and says people don’t recognize the work it took to get there.

“The tip of the iceberg is what everyone sees and everyone’s excited about.”

Steve Orrin, at 10:29

Listen · Steve Orrin on episode 39, from 10:23
About 20 seconds: Steve on the work under the waterline. The clip stops on its own. Read the full transcript.

Under the water is data curation, ingestion, normalization, weighting and labeling, the work that gets quality out the other end. That is where infrastructure matters: faster training, tuning, and faster inferencing so you can make decisions quicker.

An iceberg drawing: a small filled tip above a dashed waterline and a large outlined mass below it. Above the water: the transformer, the GPT, the large language model, what everyone sees and is excited about. Under the water: data curation, data ingestion, normalization, weighting and labeling, and, filled, quality out the other end. Steve's line: "The tip of the iceberg is what everyone sees and everyone's excited about." Steve, at 10:29
Steve's iceberg: the model on top, and the data work under the water.

Scale out, scale up

By infrastructure Steve means the hardware and software the AI runs on. A lot of people think putting it in the cloud is enough.

“One thing is, cloud is great at scale-out, but it’s not that great at scale-up.”

Steve Orrin, at 11:02

Scale-out can also be costly and slow, he says. For massive language models, dedicated hardware accelerators or heterogeneous computer architectures can be more efficient. Each stage of the life cycle can have its own best hardware and software: data ingestion, curation, initial training, feedback and tuning, and inferencing. The biggest GPU you can find is the right answer for some use cases, and not for all of them.

Five boxes in a row with arrows: ingestion of the data, curation of the data, initial training, feedback and tuning, and, filled, inferencing for decisions. Below, two cards. Scale-out: the cloud is great at it, and it can still be costly and time-consuming. Scale-up, filled: the cloud is not that great at it. Dedicated accelerators or heterogeneous architectures can be more efficient. A dashed note: the biggest GPU you can find is the right answer for some use cases, and not for all of them. Steve's line: "One thing is, cloud is great at scale-out, but it's not that great at scale-up." Steve, at 11:02
The stages of the AI life cycle Steve lists, each of which can run on different hardware.

From the pointy end of the spear to Gaudi

Jon asks whether Steve’s day-to-day pulls him into Intel’s AI projects. Steve lists Intel hardware for different parts of the AI use case. Low-SWaP capabilities do inferencing and iterative learning at the pointy end of the spear, next to the camera or the sensor. The Gaudi chip architecture is available in the cloud for high-speed training at scale. Intel unveiled Gaudi3, an AI chip for generative AI, in December 2023, and it launched in 2024 (Wikipedia).

Often the question is how to use the hardware you already have, he says, which is why Intel invests in software. You don’t want a custom implementation for every architecture. Intel’s software abstractions, such as oneAPI, let you build once and deploy everywhere. They compile for each hardware architecture, so you don’t have to be an expert in FPGAs, GPUs or custom AI accelerators. Wikipedia describes oneAPI as an open standard Intel adopted for one programming interface across GPUs, AI accelerators and FPGAs, so developers don’t keep a separate code base for each (Wikipedia).

The government has every side of the problem, he says. There are massive data sets to train on, normalize and curate. There is also what he calls spot training: you’ve seen a thing once, and you need to infer what it is.

Two boxes with an arrow. Next to the camera or sensor: low-SWaP inferencing and iterative learning. In the cloud, filled: Gaudi chips for high-speed training at scale. Below, a dashed box across both: oneAPI, build once and deploy everywhere, compiled for each architecture, without being an expert in FPGAs, GPUs or AI accelerators. Under the heading what the government needs, two cards. Massive data sets: to train on, normalize and curate. Spot training: you've seen a thing once. How do you infer what it is?
Intel's AI hardware and software as Steve lists it, from the sensor to the cloud.

Who secures the AI?

Steve says most of the talk is about how AI can help secure an enterprise, or how adversaries use it.

“One thing we forget is how do we secure this AI?”

Steve Orrin, at 14:00

Listen · Steve Orrin on episode 39, from 13:41
About 20 seconds: Steve on the question people forget to ask about AI. The clip stops on its own. Read the full transcript.

Jon brings up the privacy implications and poisoning. He isn’t sure we realize how much data is ending up in the cloud. That data can train models and add a lot of value to people’s lives, and a lot of people hand it over willingly in exchange for services.

Three data points

Steve says that in large data sets, pieces that don’t seem interesting on their own add up once you pull them together. It used to take six points, he says.

“six points of data could uniquely identify an individual.”

Steve Orrin, at 14:57

Listen · Steve Orrin on episode 39, from 14:56
About 20 seconds: Steve on how few data points it takes to find a person. The clip stops on its own. Read the full transcript.

He thinks it’s down to three or four now, with the power of these AIs. What we thought wasn’t private data can get to private information fairly quickly, with a powerful enough AI or a big enough data set.

In 1997, Latanya Sweeney found from census records that a five-digit ZIP code, gender and date of birth could identify up to 87 percent of the U.S. population (Wikipedia). The calculator below runs that math on your own numbers.

Three figures. 6: points of data, what Steve says it used to take to identify an individual. 3 or 4: what he thinks it takes now, with the power of these AIs. 87%: of the U.S. population identifiable by ZIP code, gender and date of birth, in Latanya Sweeney's 1997 study. Below, three boxes for the three fields: ZIP code, gender, and, filled, date of birth. Steve's line: "six points of data could uniquely identify an individual." Steve, at 14:57
Steve's estimate on the tape, and the three fields in Latanya Sweeney's 1997 study.

Whatever you query, it learns

The other side of the problem shows up in large language models like ChatGPT.

“whatever you query it, it learns.”

Steve Orrin, at 15:22

Steve describes a large technology manufacturer whose engineers asked ChatGPT questions that contained confidential IP. ChatGPT trained on those questions, so the IP became part of the model. If you know what to ask, he says, you can pull it back out. Ask for the API between two pieces of software, and you learn about the software modules.

Companies answered with policies on the proper use of ChatGPT. Some knee-jerked and blocked it, which didn’t do them much good. Others told staff not to post or query anything confidential. Steve calls those policies needed, because it was the Wild West. Jon says maybe it still is, to some extent. Our post on shadow AI has an AI-use policy that lets a team use AI without a ban.

On-prem is one approach

Jon puts himself in a large company’s shoes. It cares deeply about its IP, wants to keep its next big thing under wraps until release, and still wants this technology. He suggests going on-prem. Steve says that’s one approach.

“there’s another that’s gaining popularity, and that’s confidential computing.”

Steve Orrin, at 17:00

Data in use

Steve calls confidential computing a relatively new concept, around for the past couple of years. It protects personal data, corporate IP and trade secrets, or government information in the cloud, from other tenants and from the cloud provider itself. Hardware and software from Intel, the other hardware makers and the cloud providers work together, so the memory and the code the CPU is processing are encrypted.

He walks through the life cycle of data. Data at rest has full disk encryption. Data in transit has TLS, IPsec and other transport encryption. Data in use was the missing piece.

Run a model or a training job inside what Steve calls a secure enclave, or a confidential computing container, and the protection covers the memory.

“it’s protected from both physical and virtual attacks, as well as the access by the admin or anyone else”

Steve Orrin, at 18:17

Even a co-tenant on the same system can’t get at that memory, because it’s encrypted. You still need controls on who can query the model, he says. Where it pays off for business is domain-specific LLMs. A model trained on patient records to predict drug interactions gets cloud scale, and the data stays protected for regulation and confidentiality.

Wikipedia defines confidential computing as a technique focused on protecting data in use, working alongside storage and network encryption for data at rest and in transit (Wikipedia). The Confidential Computing Consortium formed in 2019 under the Linux Foundation, with Intel among its founding premier members (Wikipedia).

Jon names HIPAA for healthcare patient data, DSS, and classified information in government contracts. HIPAA became law on August 21, 1996 (Wikipedia), and PCI DSS sets how companies store, process and transmit cardholder data (Wikipedia). Those verticals stand to gain from AI, Jon says, as long as we move into that future responsibly.

Three cards. At rest: on disk, full disk encryption. In transit: on the network, TLS, IPsec and other transport encryption. In use, filled: in memory while the CPU processes it, confidential computing, in a secure enclave. A dashed note: data in use was the missing piece, Steve says. Confidential computing protects it from other tenants and from the cloud provider itself. Steve's line: "That's where confidential compute comes in." Steve, at 18:06
The three states of data Steve walks through, and what protects each one.

An overlay on memory

Jon describes trusted compute as cryptography and hardware mechanisms that wall off a section of the CPU and memory, so only authorized parts of the system can reach the enclave. Jon checks his understanding: inside the enclave, the code runs within an encrypted space. Steve says exactly. New hardware in the platform encrypts memory from the CPU out, as an overlay. A database, an AI training set or a web server runs in the enclave as it did before, in an environment the CPU controls and encrypts.

“It doesn’t have to change your code.”

Steve Orrin, at 21:06

Listen · Steve Orrin on episode 39, from 20:31
About 35 seconds: Steve on what an application sees inside an enclave. The clip stops on its own. Read the full transcript.

Other than calling a special instruction to launch it, the application doesn’t know it’s inside. Open source and commercial tools move existing code into an enclave without changes. Steve names Graphene and Gramine among the open source ones, and Fortanix among the products.

Graphene and Gramine are the same project. Graphene began at Stony Brook University in 2011, Intel Labs started contributing in 2015, and in 2021 it joined the Confidential Computing Consortium under the new name Gramine. Its site says it runs unmodified applications inside Intel SGX (Gramine). SGX, Intel Software Guard Extensions, is the set of instructions behind Intel’s enclaves. It first shipped in 2015 with the sixth generation of Intel Core processors. Intel deprecated it on 11th and 12th generation Core processors in 2021 and kept developing it on Xeon for cloud and enterprise use (Wikipedia). Intel Trust Domain Extensions, which isolates a whole virtual machine, arrived in 2023 on 4th Gen Xeon Scalable processors through select cloud providers (Wikipedia).

On the left, five things kept out: other tenants, the cloud provider, the admin, a co-tenant on the same system, and physical and virtual attacks, with a line that stops at a bar. On the right, the platform, with a filled box inside it: the enclave, memory encrypted from the CPU out. Below, three points. A database, an AI training set or a web server runs inside as before. The application doesn't know it's inside, other than a special instruction to launch it. Tools move existing code in without changes. Steve names Graphene and Gramine, one project under two names, and Fortanix. Dashed: you still need controls on who can query the model. Steve's line: "It doesn't have to change your code." Steve, at 21:06
What an enclave keeps out, and what the application inside sees, as Steve explains it.

Peacemakr and the iPod

Jon says the startup he led, Peacemakr, did almost the same thing in software.

“And we did almost exactly the same thing, but entirely in software without any of the hardware support.”

Jon McLachlan, at 21:44

Listen · Jon McLachlan on episode 39, from 21:39
About 30 seconds: Jon on Peacemakr and why hardware support matters. The clip stops on its own. Read the full transcript.

The market didn’t catch on. He’s glad Intel took the security down to the CPU and the system architecture, which he calls much stronger than software alone.

At Apple, Jon was on the DRM team, with a similar threat model. Purchased movies, books and music had to reach iPhones, desktops and iPods and get decrypted for playback. He recalls the Napster era of content theft, and imagines how Apple’s pitch to the music labels about selling their music online first went over. That kind of security opened up the business, he says, and gave Apple and the iPod a refresh.

Napster launched in June 1999 and shut down in July 2001 (Wikipedia). Apple launched the iTunes Store on April 28, 2003 (Wikipedia). Apple’s family of DRM technologies is called FairPlay (Wikipedia), and DRM is one of the uses Wikipedia lists for SGX (Wikipedia).

Jon then raises homomorphic encryption as another path, one that may work alongside trusted compute. He likes to think of security in layers, and says no single door blocks every attack.

“There’s no such thing as mitigating all of your risks.”

Jon McLachlan, at 23:52

An absolute dog

Steve calls homomorphic encryption an exciting field, with a bunch of startups and some large investments. Wikipedia describes it as encryption that lets you compute on encrypted data without decrypting it first (Wikipedia).

“one of the challenges with homomorphic encryption is that it is an absolute dog when it comes to performance and resources required to run.”

Steve Orrin, at 24:06

Listen · Steve Orrin on episode 39, from 24:05
About 20 seconds: Steve on why homomorphic encryption is slow. The clip stops on its own. Read the full transcript.

The math is an unnatural act for a computer, he says, so it needs a real need and a narrow data set. Today’s uses are mostly transactional, like a database with secure query access. You have to turn your whole database and query engine homomorphic to get there.

Hardware accelerators and software optimizations are coming, including Intel’s own optimizations for commercial hardware. Steve expects different transactions to live in different places, based on who owns the data. If you own the data and the query, homomorphic encryption works once its speed catches up. Where many parties have to coordinate, confidential computing may fit. He hopes the two converge into homomorphic encryption running inside a hardware-protected enclave.

“give me my fully homomorphic VM, if you will.”

Steve Orrin, at 26:08

He puts that a couple of years away. Craig Gentry described the first plausible fully homomorphic scheme in 2009 (Wikipedia).

Three cards. On-prem: Jon's suggestion for a company that cares deeply about its IP. Steve: that's one approach. Confidential computing, filled: gaining popularity, a fit where many parties have to coordinate. Homomorphic encryption, dashed: compute on encrypted data, a fit when you own the data and the query, once its speed catches up. Below, two points. Today homomorphic encryption is slow and mostly transactional, and you have to transform your whole database and query engine. Filled: Steve's hope, homomorphic encryption running inside a hardware-protected enclave, a couple of years away. Steve's line: "give me my fully homomorphic VM, if you will." Steve, at 26:08
On-prem, confidential computing and homomorphic encryption, and where Steve sees each one fit.

A cryptographer at Zama

Jon admits he doesn’t follow the bleeding edge of homomorphic encryption closely, and agrees it’s a pig on CPU. At Apple he worked on the compiling and obfuscation side of DRM, and a cryptographer there delivered the white box AES mechanisms he integrated. That cryptographer later joined Zama, a startup based in Paris, and from time to time Jon hears of a big improvement. Wikipedia’s list of homomorphic encryption libraries includes TFHE-rs, a Rust library from Zama (Wikipedia).

Exfiltration becomes a non-point

Steve says it will take a lot of innovative thinkers to get there. Once confidential computing or fully homomorphic encryption scales, a whole slew of threats come off the table, and the budget can go to other threats because the data is secure by default.

“if the data never gets decrypted in a fully homomorphic environment, then exfiltration attacks become a non-point in some respects.”

Steve Orrin, at 28:09

Build or buy

Jon asks the question he says every entrepreneur listening wants answered: how does Intel think about acquisitions, and build versus buy? Steve says it’s domain specific. For any large company, Intel, Oracle or Microsoft, the first test is whether a deal is strategic to a business you’re in or want to get into.

“Those successful acquisitions advanced the strategic goals that were already in place for the company.”

Steve Orrin, at 29:19

Companies struggle when they buy something interesting that doesn’t line up with the core business. In the 2000s, he says, a lot of companies on acquisition sprees never fully integrated what they bought. If you’re a small company, ask whose business your widget helps: faster time to market, faster time to closing the deal, a bigger addressable market, or a way to leapfrog the competition.

x86 alone

When Intel bought AI companies, Steve says, it was to speed up its core strategy of heterogeneous compute.

“x86 alone isn’t going to solve every workload.”

Steve Orrin, at 30:30

Listen · Steve Orrin on episode 39, from 30:14
About 25 seconds: Steve on x86 and Jon's question about getting fired. The clip stops on its own. Read the full transcript.

Jon asks if he’ll get fired for saying that. Steve says not anymore. Altera was the example. Intel’s core is building hardware at scale and getting it through manufacturing and the ecosystem to the end user, so adding FPGAs was a natural move. AI accelerators let Intel go after those markets with the same channel, manufacturing capacity and engineering.

“do I spend two years and $800 million or whatever to go build that capability? Or do I buy it and then tweak it as needed to get it into what I need it to be?”

Steve Orrin, at 31:46

Intel acquired Altera, an FPGA maker, for $16.7 billion in cash in December 2015 (Wikipedia). Wikipedia’s list of Intel acquisitions includes Nervana Systems, an AI company, in August 2016, and Habana Labs, a machine learning company, for $2 billion in December 2019 (Wikipedia).

Two boxes. Build: two years and $800 million, his example. Buy, filled: then tweak it as needed. Below, the questions a big acquirer asks: is it strategic to a business we're in or want to get into? Does it speed up time to market, or time to closing the deal? Does it expand our addressable market? Does it help us leapfrog the competition? Dashed: where companies struggle, buying something interesting that doesn't line up with the core business. Steve's line: "Those successful acquisitions advanced the strategic goals that were already in place for the company." Steve, at 29:19
The build or buy questions Steve says a big company asks, from the tape.

The non-obvious acquirer

Steve’s example is Sarvega, where he was chief security officer. Intel didn’t look like the logical buyer for a software company that secured and accelerated XML, because Sarvega thought of itself as an XML service.

“What if I could accelerate and secure XML web services from the hardware up was the question that Intel was asking.”

Steve Orrin, at 32:25

Listen · Steve Orrin on episode 39, from 32:06
About 25 seconds: Steve on why Intel bought Sarvega. The clip stops on its own. Read the full transcript.

Intel saw a gap and a new market to accelerate, and wondered if Sarvega’s technology could take it there in hardware. When Intel first reached out, Steve, his CEO and the rest of the team went to hear what it had to say. Down the road it made a lot of sense. In a market of XML firewalls and XML acceleration gateways, Intel wasn’t the acquirer they had in mind.

“Sometimes it’s who do you give an inorganic opportunity to that they don’t have today?”

Steve Orrin, at 33:08

Wikipedia lists Intel’s purchase of Sarvega, an XML software company, on August 17, 2005, and of Conformative Systems, another XML software company, on February 8, 2006 (Wikipedia).

For the technology and the people

Jon asks if Intel bought them for the talent, the product or the market share. Steve says the technology and the people. Sarvega had good market share and key customers, but Intel has everyone as a customer. In 2005, Intel had smart chip engineers, designers, architects and a software enabling team. It didn’t have XML or application security expertise. It bought that expertise and Sarvega’s way of processing XML transactions in software, to put into hardware and scale.

Two cards. How Sarvega saw itself: an XML service, software that secured and accelerated XML. What Intel asked, filled: what if we could accelerate and secure XML web services from the hardware up? Below, three points. Intel in 2005 had chip engineers, designers, architects and a software enabling team. It didn't have XML or application security expertise. Filled: it bought Sarvega for the technology and the people, on August 17, 2005. Steve's line: "Sometimes it's who do you give an inorganic opportunity to that they don't have today?" Steve, at 33:08
What Sarvega asked, what Intel asked, and what Intel bought, from Steve on the tape.

A lab at the office

Jon notes that Intel has kept Steve around for 18 and a half years, and asks about a typical day. Meetings, or hands dirty? Steve wishes he could spend more time on code, and he still gets to play with new technology.

“I have my own lab at the office where we get to play with the cool technologies, deploying them, trying things out.”

Steve Orrin, at 35:28

Most of his time goes to customers and Intel’s internal architects: understanding what the government needs, getting deep into the challenges, and working with Intel’s teams on them. Intel’s technology runs from the pointy end of the spear and sensor platforms to high-performance computing and networking, so one day is IoT and the next is high-performance computing or cloud. The government has every use case, from security of patient records at the VA to object recognition for manufacturing at a Navy base.

On the security side, new platforms still excite him: testing new capabilities, plugging in the probes and pulling up Kali Linux to see what happens. Kali Linux is a Linux distribution for digital forensics and penetration testing, maintained by Offensive Security (Wikipedia).

Listen · Steve Orrin on episode 39, from 36:25
About 20 seconds: Steve on testing new security capabilities in the lab. The clip stops on its own. Read the full transcript.

Enough rope

Jon mentions demo days, and the team Steve has surrounded himself with. Steve gives the mantra he has had for most of his career.

“you surround yourself with really smart people”

Steve Orrin, at 37:03

Then listen to them, he says, and give them enough rope to cause trouble and break glass. Jon puts it as autonomy and a safe space to take risks. As federal CTO, Steve has a team of solution architects, technology architects, technology specialists and subject matter experts across AI, cybersecurity, scale computing, sensing and sensor fusion, and the edge. WashingtonExec’s 2022 profile gives his motto in other words: “Surround yourself with people who are smarter than you and listen to their feedback” (WashingtonExec).

How would you tackle it?

Jon asks for Steve’s favorite interview question. Steve wants to see one thing.

“how an individual processes information to solve a problem.”

Steve Orrin, at 37:57

He presents a scenario and asks how the candidate would go about tackling it. He doesn’t like to micromanage, so the answer tells him two things: whether they have the tools to take on hard problems, and what he’ll need to feed them once they join. Do they need detailed requirements documents, or pointers to the right subject matter experts? It’s a hard question, he says, because it isn’t about their best day or worst day. You never get the same answer twice.

A dashed box: here's a problem. How would you go about tackling it? The scenario he presents. Below, two filled cards. Checkbox one: they download the thing and play with it, to see how it works or how it breaks. Checkbox two: their first step is to go talk to somebody and learn, and to reach out to experts. A note: what the answer tells him, do they have the tools for hard problems, and what will he need to feed them once they join? What Steve wants to see: "how an individual processes information to solve a problem." Steve, at 37:57
Steve's interview question and the two checkboxes he looks for, from the tape.

Download it, then ask

Jon asks for a green flag, one that would make Steve fight to bring someone on board. Steve has two checkboxes. The first is the candidate who goes and gets hands-on.

“where they go and they download the thing and they play with it.”

Steve Orrin, at 39:22

Jon calls that rolling your sleeves up. The other checkbox is a candidate whose first step is to go talk to somebody and learn. No one can know everything, Steve says. At Intel the expert is often close by: USB and PCI came out of Intel, and you can ping the person who did it.

Seven companies, Intel among them, began developing USB in 1995. Ajay Bhatt and his team worked on the standard at Intel, and Intel produced the first USB chips that year (Wikipedia). Work on PCI began at Intel Architecture Labs around 1990 (Wikipedia).

Successful architects, he says, are the ones who reach out to an expert they can call. Jon calls it the humility to say the more you know, the more you know you don’t know.

From research biology

Jon asks how Steve got into security. His degree wasn’t in security. It was research biology.

“I had biology and computers and hacking around.”

Steve Orrin, at 41:17

He was a hacker who liked to see how things fell apart and how systems worked. In the late 80s there wasn’t a career in cybersecurity yet, and computer science was basically COBOL programming, which didn’t excite him either. So he went the bio route, in microbiology and biochemistry, got his degree and did graduate research. His LinkedIn lists him as a research associate in a biochemistry and molecular biology lab at New York Medical College from 1993 to 1995 (LinkedIn). COBOL is an English-like programming language designed for business use, still widely used on mainframes (Wikipedia).

In the mid-90s, one of his grants ran out. A friend of a friend with some money wanted to do a startup in this new thing people were talking about, the internet, and a friend said Steve was a hacker who knew security. They started the company in 1995. Three months later he was all in.

“This is like right before Netscape’s IPO.”

Steve Orrin, at 42:20

Netscape went public on August 9, 1995, sixteen months after the company was formed (Wikipedia). Steve’s company talked about security before anyone major did, and he got in on the ground floor of the security market we know today. Three months after joining, he was its CTO and chief architect, and he never looked back. One of his mentors was Bruce Schneier, who published Applied Cryptography in 1994 (Wikipedia).

Tore it to shreds

Jon asks whether Steve worked with Schneier himself. Steve says Schneier was an advisor at his first company and a partner at his second. At SynData, building desktop encryption, Steve came up with his own algorithms, because there wasn’t a standard set in those days. He pinged Schneier out of the blue and hired his consultancy to look at one.

“And we hired him and he tore it to shreds, literally tore it to shreds”

Steve Orrin, at 43:56

Listen · Steve Orrin on episode 39, from 43:49
About 30 seconds: Steve on the day Bruce Schneier reviewed his algorithm. The clip stops on its own. Read the full transcript.

Jon calls it the best type of love there is. Schneier’s advice stuck with Steve.

“You shouldn’t be building security defenses unless you understand the offense.”

Steve Orrin, at 44:15

You shouldn’t build a new algorithm unless you know how to take one apart, Schneier told him, so learn cryptanalysis first. Steve applies the same idea to cyber defense: you can’t defend well unless you understand how the adversary gets in. After the review, Schneier worked with them to build a better box.

Schneier’s law, a name Cory Doctorow coined in a 2004 speech, says anyone can invent a security system so clever that they can’t think of how to break it (Wikipedia).

Three boxes with arrows: Steve's algorithm for SynData, Bruce Schneier tore it to shreds, and, filled, a better box built together. Below, four points. Schneier's model: don't build a new algorithm unless you know how to take one apart. Learn cryptanalysis before you build cryptography. Filled: Steve's version for defense, you can't defend well unless you understand how the adversary gets in. Dashed: Schneier's law, named by Cory Doctorow in a 2004 speech, anyone can invent a security system so clever that they can't think of how to break it. Steve's line: "You shouldn't be building security defenses unless you understand the offense." Steve, at 44:15
Bruce Schneier's advice to Steve, and Schneier's law.

A launch pad

Jon asks what advice Steve would give his younger self. After a few investment jokes, Walmart stock and Amazon from Steve and bitcoin from Jon, Steve gets serious. He never regrets decisions, even the bad ones, because we learn from our failures.

“think of the failures not as, oh my gosh, the world’s crashing around you, but learn from those.”

Steve Orrin, at 46:03

Listen · Steve Orrin on episode 39, from 45:59
About 15 seconds: Steve on what a failure looks like a year later. The clip stops on its own. Read the full transcript.

It’s usually a year or so after a major failure that you see it was a good learning experience, he says. A couple of his early startups weren’t successful, and when your babies don’t make it, it crushes you. He would tell himself each of them was a launch pad, even if it takes longer than you think to get up and do the next one.

Diversify

In the 90s, Steve says, you went 100% all in on your startup. The other advice he’d give himself is something he has been doing more recently: diversify, and spread the wealth a little. His mainframe security company learned along the way that the opportunity went beyond mainframe security, into webification of the mainframe. Expanding your horizons early makes the leap easier, he says, even if you don’t act on it.

“Think more broadly, at least have it in the back of your head so that you’re better prepared for the curveballs that are absolutely going to come your way.”

Steve Orrin, at 47:40

Change is inevitable

Jon agrees: change is inevitable, and we have to move with it. He closes at the top of the hour, thanks Steve for the extra minute, invites him back anytime, and offers to buy him a coffee or a beer.

After the tape

Steve is still Intel’s federal CTO. His LinkedIn lists him as chief technology officer and senior principal engineer at Intel Federal from 2013 to the present (LinkedIn).

Post-quantum in silicon. On August 31, 2026, Steve talked with Yuval Boger on The Superposition Guy’s Podcast about post-quantum cryptography deadlines for U.S. agencies and their supply chains. The show notes cover migration deadlines in 2030 and 2031, a January 2027 requirement for national security system purchases, and a standard Windows laptop that can hold 20,000 crypto assets. They say Intel started building post-quantum signing algorithms such as XMSS and LMS into silicon five hardware generations ago, because chip design has a five-year lead time (The Superposition Guy’s Podcast).

Chip supply chains. Steve wrote “Why Semiconductor Visibility Is Becoming a Supply Chain Priority” for Supply Chain 24/7 on June 22, 2026 (Supply Chain 24/7), and “New Visibility Challenges in the Modern Supply Chain and How to Solve Them” for LogisticsMatter on July 15, 2026 (LogisticsMatter).

On a committee with Bruce Schneier. [un]prompted II, the AI Security Practitioner Conference, was set for October 27 to 29, 2026, in San Francisco. Its committee page lists Steve and Gary McGraw as track chairs for the Build track, and Bruce Schneier as one of that track’s members ([un]prompted).

Altera went its own way. Altera became an independent subsidiary of Intel on January 1, 2025, and on April 14, 2025, Intel agreed to sell a 51% controlling stake to Silver Lake (Wikipedia).

More on this show. On episode 75, Jonathan Mortensen of Confident Security explains private AI inference where nothing in the infrastructure can see inside the confidential compute module, and what runs inside it is attested to. On episode 69, Riad Wahby of Cubist talks about hardware-backed key management. On episode 70, Sasha Sinkevich jokes that homomorphic encryption is right around the corner. On episode 61, Taher Elgamal, Netscape’s chief scientist from April 1995, explains where SSL came from. For post-quantum cryptography, listen to episode 32 and episode 96 with Kevin Kane of American Binary.

A timeline. March 2024: this episode, aired on March 9, 2024. January 2025: Altera on its own, an independent subsidiary of Intel from January 1, 2025. April 2025: Silver Lake, Intel agrees to sell a 51% controlling stake in Altera. June 2026: Supply Chain 24/7, Steve on why semiconductor visibility is becoming a supply chain priority. July 2026: LogisticsMatter, Steve on new visibility challenges in the modern supply chain. August 2026, filled: post-quantum, Steve on The Superposition Guy's Podcast, about post-quantum deadlines for U.S. agencies. October 2026, filled: [un]prompted II, track chair for the Build track, with Bruce Schneier on the same track.
What happened after the episode, from Steve's articles, The Superposition Guy's Podcast, [un]prompted and Wikipedia.

Did you catch it? A seven-question quiz

Seven questions from the episode. Each answer links the moment in the transcript.

Quiz · seven questions

Did you catch it?

Pick an answer to see whether you caught it, and where it is on the tape.

  1. How many roles does Steve say he has inside Intel as federal CTO?

    b. "As the federal CTO, I really have sort of three roles inside the company." Transcript, 1:28.

  2. What does Steve joke that he often does with commercial solutions?

    a. "I like to joke that I federalize commercial solutions often" Transcript, 5:31.

  3. How much of the security team's work does Steve think AI can tackle?

    a. "AI is going to be able to tackle the sort of the 70 to 80% of what I call the mundane or the stupid stuff." Transcript, 8:36.

  4. What picture does Steve use for the data work behind an AI model?

    b. "The tip of the iceberg is what everyone sees and everyone's excited about." Transcript, 10:29.

  5. Where does Steve say confidential compute comes in?

    c. "protect data when it's in memory and the CPU is processing and doing transactions? That's where confidential compute comes in." Transcript, 18:02.

  6. How does Steve describe homomorphic encryption's performance today?

    a. "it is an absolute dog when it comes to performance and resources required to run." Transcript, 24:10.

  7. What did Bruce Schneier do with the algorithm Steve hired him to review?

    b. "And we hired him and he tore it to shreds, literally tore it to shreds" Transcript, 43:56.

Is your data protected in use?

Steve walks through data at rest, data in transit and data in use. This scorecard checks all three, plus the AI and re-identification risks he raises.

Scorecard · eight questions

Is your data protected in use?

Answer for your most sensitive data. If two answers fit, pick the lower one.

  1. Do you know where your most sensitive data lives, and who runs those systems?

    • No
    • Roughly
    • Yes, written down

    "I'm not sure we realize how much data is ending up in the cloud." See Who secures the AI?

  2. Is that data encrypted at rest and in transit, inside your network too?

    • No
    • One of the two
    • Both, everywhere

    "data at rest protection, that's full disk encryption." See Data in use.

  3. Do you know whether the AI tools your staff use train on what they type in?

    • No
    • For some tools
    • Yes, for every tool we allow

    "whatever you query it, it learns." See Whatever you query, it learns.

  4. Do you have a written policy on what staff may put into public AI tools?

    • No
    • We block the tools
    • Yes, and people know it

    "Some companies knee-jerked and just blocked it." See Whatever you query, it learns.

  5. Before you share or train on a data set, do you remove ZIP codes, birth dates and other fields that point to a person?

    • No
    • Sometimes
    • Every time

    "six points of data could uniquely identify an individual." See Three data points.

  6. How do you protect sensitive data while it is being processed?

    • We don't
    • We keep it on-prem
    • Enclaves or confidential VMs

    "there's another that's gaining popularity, and that's confidential computing." See On-prem is one approach.

  7. Who can read the memory of the hosts that process that data?

    • Any admin, and the provider
    • A short, named list
    • Nobody outside the enclave

    "even a co-tenant that's co-resident on that system, can't get access to that memory container because it's encrypted and it's protected." See Data in use.

  8. Do you test your defenses from the attacker's side?

    • No
    • Once a year
    • After every big change

    "You shouldn't be building security defenses unless you understand the offense." See Tore it to shreds.

Exposed in use

Start with a written AI-use policy and a map of where your sensitive data lives and who can reach it.

At rest and in transit

Your data is safe on disk and on the wire. Next, strip the fields that point to a person before you share data, and move one sensitive workload into an enclave.

Protected in use

Keep testing from the attacker's side, and plan your move to post-quantum encryption.

How many people do three data points pin down?

Steve thinks three or four data points may now be enough to identify a person. This calculator estimates how many people in a population are the only one with their ZIP code, birth date and sex, the three fields in Latanya Sweeney’s 1997 study.

Calculator

How many people do three data points pin down?

Three numbers: people in the data, ZIP codes they live in, and the span of birth years.

88%of people are the only one with their three values
263,843,947people a match on three fields would single out
2,336,000,000possible combinations of ZIP code, birth date and sex

With 300,000,000 people, 40,000 ZIP codes and 80 years of birth dates, there are 2,336,000,000 combinations of ZIP code, birth date and sex. About 88% of people would be the only one with theirs.

The 300 million people, 40,000 ZIP codes and 80 years are our example. The math assumes people spread evenly over ZIP codes, birth dates and two values for sex, and real populations are lumpier. Sweeney's study of census records found up to 87 percent.

From PCI in 1992 to post-quantum deadlines in 2026

Steve’s path, the technology and deals he talks about, the ideas behind them, and the episodes on this show that pick up the thread. Filter by topic.

Timeline

From PCI in 1992 to post-quantum deadlines in 2026

  1. PCI

    Intel's local computer bus, after work that began at Intel Architecture Labs around 1990 (Wikipedia, on this show).

  2. New York Medical College

    Steve is a research associate in a biochemistry and molecular biology lab, to 1995 (LinkedIn, on this show).

  3. Applied Cryptography

    Bruce Schneier publishes his book on the design, use and implementation of cryptographic algorithms (Wikipedia, on this show).

  4. SynData Technologies

    Steve's first startup, desktop email and file security, where he is CTO to 1998 (LinkedIn, on this show).

  5. USB

    Seven companies, Intel among them, begin developing USB, and Intel produces the first USB chips (Wikipedia, on this show).

  6. Netscape's IPO

    Sixteen months after the company was formed (Wikipedia, on this show).

  7. HIPAA

    The Health Insurance Portability and Accountability Act becomes law (Wikipedia, on this show).

  8. Three fields

    Latanya Sweeney finds that ZIP code, gender and date of birth can identify up to 87 percent of the U.S. population (Wikipedia, on this show).

  9. LockStar

    Steve co-founds the company and is its CTO to 2001, securing legacy applications and opening them to web services (LinkedIn, on this show).

  10. Napster

    The file sharing application launches, and shuts down in July 2001 (Wikipedia, on this show).

  11. Sanctum

    Steve is CTO to 2004, with the AppScan testing tool and the AppShield firewall (LinkedIn, on this show).

  12. iTunes Store

    Apple launches its store for Mac OS X (Wikipedia, on this show).

  13. Watchfire

    Watchfire acquires Sanctum, and Steve is its VP of security and technology to 2005 (LinkedIn).

  14. Schneier's law

    Cory Doctorow coins the name in a speech (Wikipedia, on this show).

  15. Intel buys Sarvega

    An XML software company, where Steve is chief security officer (Wikipedia, on this show).

  16. IBM buys Watchfire

    A security software testing company (Wikipedia).

  17. Fully homomorphic encryption

    Craig Gentry describes the first plausible construction (Wikipedia, on this show).

  18. Graphene

    Development starts in the OSCAR Lab at Stony Brook University (Gramine, on this show).

  19. Federal CTO

    Steve becomes chief technology officer of Intel Federal (LinkedIn, on this show).

  20. SGX

    Software Guard Extensions ship with sixth generation Intel Core processors (Wikipedia, on this show).

  21. Intel acquires Altera

    For $16.7 billion in cash (Wikipedia, on this show).

  22. Nervana Systems

    Intel buys the AI company (Wikipedia, on this show).

  23. Confidential Computing Consortium

    Forms under the Linux Foundation, with Intel among its founding premier members (Wikipedia, on this show).

  24. Habana Labs

    Intel buys the machine learning company for $2 billion (Wikipedia, on this show).

  25. Gramine

    Graphene joins the Confidential Computing Consortium under the new name, and Gramine 1.0 ships (Gramine, on this show).

  26. SGX on Xeon

    Intel deprecates SGX on 11th and 12th generation Core processors and keeps developing it on Xeon (Wikipedia).

  27. WashingtonExec

    Steve makes its list of top chief technology officers to watch in 2023 (WashingtonExec).

  28. Trust Domain Extensions

    Confidential virtual machines on 4th Gen Intel Xeon Scalable processors, through select cloud providers (Wikipedia, on this show).

  29. Gaudi3

    Intel unveils the AI chip for generative AI, which launches in 2024 (Wikipedia, on this show).

  30. Episode 39

    Steve on the show (on this show).

  31. Altera on its own

    Altera becomes an independent subsidiary of Intel (Wikipedia).

  32. Episode 61

    Taher Elgamal, the father of SSL, on why passwords are holding us back (episode 61).

  33. Silver Lake

    Intel agrees to sell a 51% controlling stake in Altera (Wikipedia).

  34. Episode 69

    Riad Wahby of Cubist on hardware-backed key management (episode 69).

  35. Episode 70

    Abhi Sharma of Relyance AI on what it takes for a business to trust AI (episode 70).

  36. Episode 75

    Jonathan Mortensen of Confident Security on provably private AI (episode 75).

  37. Episode 96

    Kevin Kane of American Binary on encrypted data stolen today and decrypted later (episode 96).

  38. Semiconductor visibility

    Steve's article in Supply Chain 24/7 (Supply Chain 24/7).

  39. Supply chain visibility

    Steve's article in LogisticsMatter (LogisticsMatter).

  40. Post-quantum deadlines

    Steve on The Superposition Guy's Podcast (The Superposition Guy's Podcast).

  41. [un]prompted II

    Steve is a track chair for the Build track, with Bruce Schneier on the same track ([un]prompted).

What to do this week

Five things, in the order of the episode.

  1. Write the AI-use policy. Say what staff may and may not put into public AI tools, starting with confidential IP. Our post on shadow AI covers a policy that doesn’t ban AI, and Shadow-AI Detection inventories the AI tools already touching company data.
  2. Strip the fields that point to a person. Before you share or train on a data set, look for ZIP codes, birth dates and sex, and run the calculator on your numbers. Training Data PII & Secret Scrubbing finds and removes personal information, including the quasi-identifiers in free text.
  3. Map data at rest, in transit and in use. Take the scorecard with your team, then ask your cloud provider which confidential computing options it offers for your regulated workloads.
  4. Try one workload in an enclave. Pick a service that handles sensitive data and test it in an enclave with a tool that needs no code changes, such as Gramine.
  5. Test it like an attacker. Schneier told Steve to learn the offense first. A penetration test does that for your systems, and you can book 15 minutes with us.

Key takeaways

  1. Three jobs in one title

    As Intel's federal CTO, Steve helps agencies use Intel technology, translates government requirements back into Intel's business units, and works on advanced innovation for big hairy problems.

  2. Federalize commercial solutions

    What worked in oil and gas can work on a Navy ship, and what worked for health insurance can work at the VA. Steve's 80-20 rule: 80% of a solution, 20% customization.

  3. Let AI take the mundane work

    Steve expects AI to handle the 70 to 80 percent of security work he calls mundane, so top-skilled people can go after the hard problems.

  4. The work is under the waterline

    Models are the tip of the iceberg. Data curation, ingestion, normalization, weighting and labeling are what get quality out the other end.

  5. Secure the AI itself

    A few data points can identify a person in a large data set, and a chatbot can learn confidential IP from what staff type in. Policies on proper use worked better than blocking.

  6. Protect data in use

    Full disk encryption protects data at rest and TLS protects data in transit. Confidential computing protects data in memory, inside an encrypted enclave, without code changes.

  7. Homomorphic encryption is coming

    Steve calls its performance an absolute dog today, and hopes it converges with confidential computing, running inside a hardware-protected enclave.

  8. Find the buyer with the gap

    Good acquisitions advance the buyer's strategy. Intel bought Sarvega to put XML security and acceleration into hardware, a buyer Sarvega hadn't expected.

  9. Learn the offense first

    Bruce Schneier tore Steve's algorithm to shreds and taught him to learn how to take an algorithm apart before building one.

Chapters

Tap a chapter to play from there.

Pull quotes

“As the federal CTO, I really have sort of three roles inside the company.”

Steve Orrin ·

“No more VC calls.”

Steve Orrin ·

“I like to joke that I federalize commercial solutions often, taking what worked really well in oil and gas, and I can apply that to a Navy ship, or taking what worked really well for health insurance and applying that to the VA, that is, for all intents and purposes, one of the largest health providers in the world.”

Steve Orrin ·

“Like 80% of a solution in one space with 20% customization can solve multiple different things.”

Steve Orrin ·

“AI is going to be able to tackle the sort of the 70 to 80% of what I call the mundane or the stupid stuff.”

Steve Orrin ·

“The tip of the iceberg is what everyone sees and everyone's excited about.”

Steve Orrin ·

“One thing is, cloud is great at scale-out, but it's not that great at scale-up.”

Steve Orrin ·

“One thing we forget is how do we secure this AI?”

Steve Orrin ·

“whatever you query it, it learns.”

Steve Orrin ·

“That's where confidential compute comes in.”

Steve Orrin ·

“It doesn't have to change your code.”

Steve Orrin ·

“And we did almost exactly the same thing, but entirely in software without any of the hardware support.”

Jon McLachlan ·

“one of the challenges with homomorphic encryption is that it is an absolute dog when it comes to performance and resources required to run.”

Steve Orrin ·

“if the data never gets decrypted in a fully homomorphic environment, then exfiltration attacks become a non-point in some respects.”

Steve Orrin ·

“Those successful acquisitions advanced the strategic goals that were already in place for the company.”

Steve Orrin ·

“What if I could accelerate and secure XML web services from the hardware up was the question that Intel was asking.”

Steve Orrin ·

“I have my own lab at the office where we get to play with the cool technologies, deploying them, trying things out.”

Steve Orrin ·

“You shouldn't be building security defenses unless you understand the offense.”

Steve Orrin ·

“Think more broadly, at least have it in the back of your head so that you're better prepared for the curveballs that are absolutely going to come your way.”

Steve Orrin ·

About the guest

Steve Orrin, Chief Technology Officer and Senior Principal Engineer, Intel Federal, Intel

Steve Orrin is the chief technology officer and a senior principal engineer at Intel Federal, a role he has held since 2013. He joined Intel in 2005, when it bought Sarvega, where he was chief security officer, and spent eight years as a director of security architecture at Intel. Before that he was CTO of SynData Technologies, co-founder and CTO of LockStar, CTO of Sanctum, maker of AppScan, and VP of security and technology at Watchfire. He started out as a research associate in a biochemistry and molecular biology lab at New York Medical College. In 2026 he wrote about semiconductor supply chain visibility, talked about post-quantum deadlines on The Superposition Guy's Podcast, and was listed as a track chair for the Build track at [un]prompted II, an AI security conference.

About the host

Jon McLachlan is co-founder of YSecurity, the on-demand cybersecurity team for startups, and of Cyberbase.ai. The Security Podcast of Silicon Valley is hosted by Jon McLachlan and Sasha Sinkevich. Jon McLachlan on LinkedIn ↗

Context and sources

  • Episode 39 on Podbean, March 9, 2024, with show notes on AI, trusted execution environments, cloud computing, team building, mergers and acquisitions and entrepreneurship. Source ↗
  • Steve Orrin's LinkedIn profile. Source ↗
  • Steve Orrin's experience on LinkedIn: Intel Federal CTO and senior principal engineer from 2013, Intel security architecture from 2005, Sarvega, Watchfire, Sanctum, LockStar, SynData Technologies and New York Medical College. Source ↗
  • WashingtonExec, Top Chief Technology Officers to Watch in 2023: Intel Federal's Steve Orrin, December 18, 2022, with his team's focus areas and his motto. Source ↗
  • Steve Orrin, Why Semiconductor Visibility Is Becoming a Supply Chain Priority, Supply Chain 24/7, June 22, 2026. Source ↗
  • Steve Orrin, New Visibility Challenges in the Modern Supply Chain and How to Solve Them, LogisticsMatter, July 15, 2026. Source ↗
  • The Superposition Guy's Podcast, Steve Orrin (Intel): Post-quantum migration deadlines are already here, August 31, 2026, on post-quantum deadlines for U.S. agencies and post-quantum signing in Intel silicon. Source ↗
  • [un]prompted II committee page: Steve Orrin and Gary McGraw as track chairs for the Build track, with Bruce Schneier on the same track, for October 27 to 29, 2026, in San Francisco. Source ↗
  • Gramine, previously Graphene: a library OS that runs unmodified applications inside Intel SGX, started at Stony Brook University in 2011, renamed in 2021. Source ↗
  • Wikipedia, Software Guard Extensions: Intel instructions for enclaves, first shipped in 2015, deprecated on 11th and 12th generation Core processors in 2021 and developed on Xeon. Source ↗
  • Wikipedia, Trusted execution environment: a secure area of a main processor. Source ↗
  • Wikipedia, Confidential computing: protecting data in use, the Confidential Computing Consortium from 2019, and Intel Trust Domain Extensions in 2023. Source ↗
  • Wikipedia, Homomorphic encryption: computing on encrypted data, Craig Gentry's 2009 scheme, and TFHE-rs from Zama. Source ↗
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Transcript

Automatic transcription. Jon McLachlan hosts this episode with Steve Orrin, the Federal CTO at Intel. There is no diarization on the tape, so speaker labels were assigned from the content and checked against reference recordings of each voice from this episode and by pitch, and a few short lines may sit with the wrong speaker. Names and product names were normalized where the recognizer misheard them (Jon McLachlan, Steve Orrin, Bruce Schneier, Applied Cryptography, Sanctum, Sarvega, Peacemakr, Graphene, Gramine, Fortanix, Zama, Altera, Gaudi, oneAPI, ChatGPT), as were a few terms (SIEM, IPsec, homomorphic encryption, M&A, SWaP). Words in [brackets] are best guesses where the audio is unclear, and [unclear] marks a word we couldn't make out. Answers are transcribed as spoken, with repeated words and false starts trimmed. Short backchannels such as "yeah" and "right" are left out where they overlap the other speaker.

Read the full transcript 9,502 words

Jon McLachlan

Hello, everyone, and welcome to another episode of Security Podcast in Silicon Valley. I am here today with a very special guest from Intel, Steve Orrin, who is a senior principal engineer and CTO at Intel. Welcome to the show, Steve.

Steve Orrin

Thanks for having me today, Jon. Looking forward to a fun conversation.

Jon McLachlan

I'm looking forward to it too. Just looking at your LinkedIn, you've been at Intel for almost 20 years. It looks like you started your career there as a director of security architecture, as a senior security architect and principal engineer. And now you are CTO.

Steve Orrin

That is correct. Yeah, I got acquired by Intel back in 2005 and got the opportunity to lead what we call at the time security pathfinding for Intel. So basically all the innovations around cybersecurity above the chip into the OS, into the virtualization, into the web. It was a fascinating time when we were looking at doing more with what was available today to augment what the research teams were doing as far as developing new chip technologies. And I did that for about nine years, driving trusted cloud, trusted virtualization, anti-malware technologies, and web security before becoming the federal CTO back in 2013 and leading our federal technology practice.

Jon McLachlan

Incredible. And so when you say you're the federal CTO and you're leading the federal efforts there in Intel, what is that?

Steve Orrin

That's a really good question. As the federal CTO, I really have sort of three roles inside the company. Part of my role is to work with federal customers and the federal ecosystem to help them understand how to leverage the Intel technologies, Intel's ecosystem, our architecture, hardware, and software to advance the enterprise and mission goals that the government has. So be able to come in and translate Intel capabilities into the federal mission areas. The second part of my role is to then turn around and speak, Intel speak, and translate the government requirements back into the business unit. So they're building technologies and capabilities to meet those government needs down the line. And then the third area I would say of my job is doing some of that advanced innovation. So, taking the best of our technology and the big hairy problems and working together with government agencies and their div and the primes, as well as Intel technologists and ourselves and my own team to solve some of those problems, to innovate next generation capabilities to show what is possible to solve those, whether that be in the area of AI and data science, security, high-performance computing. So, really, those are the three main aspects of what keeps me busy on a daily basis.

Jon McLachlan

I know that that sounds like so much fun and really important. And it sounds like Intel is really fortunate to have you on the team. Before you were at Intel, you had a little bit of that entrepreneurial spirit and you started something and you got acquired. What's that story?

Steve Orrin

So, I did a series of startups throughout the 90s and 2000s, in the security domain, starting back in 95 with a desktop file encryption and security product, then moving on to the other end of the spectrum and doing mainframe security in my second startup that we founded back in 98, and then moved into the web security space where I really helped create the web security market as the CTO of Sanctum before moving on after they got acquired to do the same really for the XML security market. And it's from there that we were acquired by Intel. So I had a life as a serial entrepreneur in the cybersecurity arena and had a lot of fun. I had some great mentors and did some amazing things, really helped change the market. And then when I got acquired by Intel, it was interesting that they presented me with the opportunity to continue to do that kind of innovation with Intel's budget. No more VC calls.

Jon McLachlan

Wow, that's incredible. I've heard this referred to as intrapreneurship.

Steve Orrin

Exactly.

Jon McLachlan

So as a CTO, you do have a very strong externally facing role. And it sounds like you focus in on the government side of the house and you digest the requirements. And you almost have to have your fingers right on the pulse of the industry, or maybe I should say the government, to almost anticipate what it is that they're going to need so that you can get it in the pipeline, get it built, get time to market like as tight as possible. What's that like to be so externally facing in the security government space?

Steve Orrin

It's a combination of things, Jon. Part of it is having some really good people at your side so that you can keep a pulse on all the things that are happening. And one of the challenges is that we are in a rapidly transforming environment. Whether you take AI That changes fundamentally every six months, practically, or faster now, the cybersecurity domain and all the threats that are emerging there. So it helps to have really smart people surrounding you and listening to them, taking advantage of their talent. But from the [external] part, it's really getting in and talking to the customers. One of the key things that I find is fascinating and also helps drive that is when you sit down with the folks that own the problem or that are trying to solve that next generation capability, or have the like that it's taking them too long to make a decision or too long to get the data in the right format. Understanding their problems, seeing the environment they live in, and then having all that technology capabilities and seeing what other industries have done. And what's nice about Intel is we're inside quite literally everything. And so, while I focus heavily on the federal government, I am not that far from the financial services market, from healthcare, from industrial and manufacturing. And so you can bring the best from all those worlds. I like to joke that I federalize commercial solutions often, taking what worked really well in oil and gas, and I can apply that to a Navy ship, or taking what worked really well for health insurance and applying that to the VA, that is, for all intents and purposes, one of the largest health providers in the world. So you find a lot of those vertical markets inside the federal market. And so there's a lot of interplay between them.

Jon McLachlan

Yeah, that sounds really powerful. I think we both came from engineering backgrounds. It really speaks to that notion of you should never reinvent the wheel. And if you've got a solution to a really complex problem, then another vertical could reap that benefit. You really just have to see and fall in love with the problem itself, not necessarily solutions in particular.

Steve Orrin

Exactly. Yeah, I like to call it the 80-20 rule. Like 80% of a solution in one space with 20% customization can solve multiple different things. And it goes both ways. Taking a commercial solution and then modifying it for the government use case, or taking something that worked for the government and then scaling it out to multiple verticals. It goes both directions that way.

Jon McLachlan

Definitely. So, one of the really hot things right now is AI. And you've mentioned it a couple of times. What do you think is going to happen in terms of that intersection of artificial intelligence, hardware acceleration, security, privacy? What's your vision there? And how is Intel positioning itself with your help to really come out as a leader?

Steve Orrin

So, those are some really good questions. And let's unpack A couple of those. I think starting with AI is there's a hype cycle, but it's actually things are really changing. We're seeing the impacts much faster than we did with other technologies. Usually, there's this long technology adoption cycle, and we're seeing AI that not only the application to real world problems, but the evolution of the AI happening much quicker than really a lot of people can keep up with. And we definitely, like, when you look at the regulatory and policy side, there they're trying to keep up and trailing. We even see in the business side, there's a lot of uncertainty about what is this going to mean for my organization at the same time, their data scientists are off adopting. And so we're seeing AI transform business. One of the areas we're going to see it absolutely transformative is in the cybersecurity domain, both on automating processes that are very manual or time-consuming today, getting deeper and better understanding of what's going on. So there's AI tools that, once we really can take advantage of them, will help do some of that prediction, that similarity analysis, the things we need to do that today we rely on just reams of data and gut instinct to say, okay, that's an APT campaign. Wouldn't it be great if we had AI that can sort of, hey, these indicators are actually an APT campaign, and I don't need 40 hours of top-tier scientists of security people to tell me I can do that with the AI. Why this is important isn't that I want to replace my cybersecurity team. My cybersecurity team or your cybersecurity team are absolutely crucial, but the problem is we're burning them out by having them look at every firewall hit, every SIEM alert. AI is going to be able to tackle the sort of the 70 to 80% of what I call the mundane or the stupid stuff. Let it solve those problems. Let it identify, categorize, and mitigate, patch, what have you, those things. And then take your top-tier talent that's already you don't have the budget for more. These are the top-skilled individuals and let them do the 90%, the 10% hunting. Let them go after the really hard things that you really can't train an AI yet today to identify. And that way you get them working on the really hard, interesting stuff, and you get faster time to remediation of everything else. And that's one of the ways that AI is going to transform the cybersecurity defense side. We're already seeing applications of AI being transforming the way the threat actors are working. We've seen examples of phishing campaigns that are generated by the likes of a GPT-style generating thing. And they are much better when you can ask them to write an English language from the South version of a phishing email than someone from Russia trying to figure out what that looks like. And so we're seeing much better developed phishing campaigns. We're seeing them already use these tools. And I think one of the challenges that CISOs are dealing with is that their adversaries are using the tools and they're not taking advantage of them. And I think that's part of what we need to get the message across: that these are not things that are going to stress your organization, they're things that could actually help. So, first question is: how is it going to transform cybersecurity? I think both sides are already seeing how that's going to happen. The other side of the AI, and what people think everyone's focuses on, ooh, the cool model of the week, the transformer, the GPT, the large language model, that's all the sexy stuff. And it is, it's awesome, the things you can do with it. What people don't recognize is the amount of work and effort it took to get to that thing. And when you start looking at enterprise applications of AI, the heavy lift is we use the iceberg as the metaphor. The tip of the iceberg is what everyone sees and everyone's excited about. Underneath the water is all the work of data curation, data ingestion, normalization, weighting, labeling that has to happen in order for you to get quality out the other end. That requires work. And that's where we're seeing the infrastructure really driving how do you get faster time to training? How do you do tuning? How do you get faster inferencing so you can make decisions quicker? All of that, the infrastructure matters. What do I mean by infrastructure? It's the hardware and software upon which you're running that AI. A lot of people would have you think that if I just throw it in the cloud, I'm good to go. One thing is, cloud is great at scale-out, but it's not that great at scale-up. And even the scale-out can be very costly and time-consuming. What people are starting to see, especially with these really large, massive language models is there's more efficient ways to go at it with dedicated hardware accelerators or heterogeneous computer architectures for different stages of the life cycle. It's not a one-size-fits-all. It's am I doing my data ingestion? Am I doing my curation? Am I doing the initial training or the feedback and tuning? Or am I doing the inferencing? Each one of them could have a different hardware software architecture that gets the most efficiency and the highest cost for return on investment ratio that you want. And it's not always, let me just throw out the biggest GPU I can find and scale that up. That's not always the right answer. It's the right answer for some use cases. Sometimes, yeah. And that's where we're seeing the innovation on the Intel and the ecosystem looking at is how do we raise the bar across the board on the AI lifecycle so that you get you can support the innovation curve that we're seeing that's off the charts right now.

Jon McLachlan

And so, in terms of applying that, taking advantage of this new opportunity that's in the market because of all the advances in AI and the tight intersection it has with security and the implications that we're going to start seeing, I guess, in the security world. There must be special projects going on at Intel. Does your day-to-day involve you in those projects?

Steve Orrin

So, it's interesting you mentioned that. Intel has a variety of hardware architectures that we're providing for different aspects of the AI use case, whether it be low-SWaP capabilities to do inferencing and iterative learning at the pointy end of the spear. So next to the camera or the sensor. We have things like the Gaudi chip architecture that's available in the cloud to be able to do high speed training at scale. So we have hardware architectures that are enabling, but often it's how do you leverage the hardware that you have? And so, this is where our investment in software is important, giving you the capability to build your models across heterogeneous architectures because you don't want to have to build a custom implementation every time. So, we built software abstractions called, like, oneAPI that allows you to build once and deploy everywhere and to have it compile for the different hardware architectures without you having to be an expert in FPGA or GPU or custom ASIC AI accelerator, the software layer will help you there. What we're seeing in the government space is you have really all sides of the problem. You have massive data sets that need to be trained upon, normalized, curated. And then you have what we call the spot training side where you've seen this thing once, and how do I infer what it is? So you get both sides of the camp, and it really is advancing the science, if you will, how do I solve for both sides and do it at speed? And when you talk about security, one of the things I did mention earlier that I think is interesting is that everyone still focuses a lot on how can security help me, how can AI better help me secure my enterprise? Or how is my adversary using it? One thing we forget is how do we secure this AI?

Jon McLachlan

Yes, [we're it]. All these privacy implications.

Steve Orrin

[Privacy, bias], so many.

Jon McLachlan

[Bias], poisonings. Yeah, that's another one. So many people, like, I'm not sure we realize how much data is ending up in the cloud. And then when it ends up in the cloud, yeah, we can do interesting things with that data, training models, being predictive, adding a lot of value to people's lives. But there's a [cost] that's maybe not even seen yet around, oh, all of this data is now like up there. It's been up there for a long time. And I think a lot of people just willingly provide it in exchange for these services sometimes. But, [oh], go ahead.

Steve Orrin

I was going to say, that is one of the challenges we're seeing in these large data sets: not only are they being trained on a lot of data that individual pieces may not seem so interesting, but once you start pulling it together, this is science that's been around for a while. It used to be six points of data could uniquely identify an individual. I think we're at like three now with the power of these AIs, somewhere around three or four. And what's happening is that what we thought was not private data with a powerful enough AI or the just sheer size of the data set can get to private information fairly quickly. But then there's the other side. And I think the large language models like ChatGPT and others are illustrating this problem: whatever you query it, it learns. And this was the case that happened with a large manufacturer, a technology manufacturer, is that the ChatGPT trained on questions that their engineers were using that contained confidential IP. Now that confidential IP was part of the model, part of the data set. And if I know what to ask, I can extract that confidential information. So to give an example, if I say, what is the API Between this piece of software and this piece of software, and it was trained on efficiencies of that API, it will answer me, which means I can then find out what the APIs are. I can learn about the software modules by querying it very specifically. That's one of the challenges that a lot of organizations, and we've seen a lot of policies come out about the proper use of ChatGPT. Some companies knee-jerked and just blocked it. That didn't do them much good. And we're seeing a lot of policies come out saying only use it for personal information for non-government [work-related] stuff, don't post or query confidential, use it on your personal like they're very trying to create policies of the proper use, which is needed because it was Wild West.

Jon McLachlan

Absolutely, and maybe still is to some extent. It almost seems like this situation lends itself to a suggestion, at least in if you want to take advantage of all of this great technology. And I'm a large corporation, and I do care deeply about my IP and surprising and delighting my customers with a sense of confidentiality before I release my next big thing. And I still want to take advantage of this to go on-prem.

Steve Orrin

That's one approach.

Jon McLachlan

It's one approach.

Steve Orrin

And there's another that's gaining popularity, and that's confidential computing.

Jon McLachlan

Oh, so tell us about that.

Steve Orrin

Yeah. The confidential computing is a relatively only the past couple of years, it's been around a new concept for how do you do just that? Confidential computing in the cloud. How do I protect my data, whether it be personal identifiable, corporate IP trade secrets, or even government-level information in a cloud environment where I'm protecting it not only from other tenants, but even from the cloud provider themselves. Right. And that is where using both hardware and software technologies from the ecosystem, so Intel and the other hardware players, as well as the cloud providers, working together to provide an environment where the memory and the actual code, the data that's being processed by the CPU, by the cloud, is encrypted. So what you get, if you think about the life cycle of data, we talk about for years, data at rest protection, that's full disk encryption. Data in transit, that's TLS, that's IPsec, that's your transport protocol encryption. Yes, what was missing was data in use. Yes. How do I protect data when it's in memory and the CPU is processing and doing transactions? That's where confidential compute comes in. Yes. So now, if I can run my model or my training inside what we call a secure enclave or that confidential computing container, it's protected from both physical and virtual attacks, as well as the access by the admin or anyone else, even a co-tenant that's co-resident on that system, can't get access to that memory container because it's encrypted and it's protected. That's allowing for, and there's been a lot of really great papers out there showing how you can now do sensitive information training and protect the data from being exposed broadly. Now, you still have to have controls on who can query, but when you start talking about getting out of the broad ChatGPT kind of things and you look at where it's actually going to make a difference on business, is when you start doing domain-specific LLMs. And so, if I'm going to train a large language model on patient records to be able to do better predictions of interactions, for instance, of drugs and things like that, having confidential computing allows me to leverage the cloud scale, but protect that [sensitive] information based both on regulation and on confidentiality. And that's where we see confidential computing really starting to shine: is how do I protect the AI from both data leak and exposure as well as from compromise?

Jon McLachlan

Yeah. And not to mention, you mentioned HIPAA, if you have healthcare patient data, we're basically required to protect that. And there's other situations too: there's DSS, there's other very confidential information that sometimes were a business requirement or even classified information, if you're talking government contracts, all sorts of data out there, that I think those verticals would benefit greatly from the great advancements that we're having in the AI space. But we have to move forward into that future responsibly.

Steve Orrin

Exactly.

Jon McLachlan

I love this idea of centralizing compute using trusted compute. What it does is it uses cryptography and I'm sure like several hardware mechanisms to logically segregate a section of the CPU essentially and memory so that only authorized components of the system gain access to that compute enclave. It's a secure enclave, right?

Steve Orrin

Exactly.

Jon McLachlan

Once you're inside that enclave, help us understand, it's not operating on top of the encrypted data. It's within an encrypted space that you're operating.

Steve Orrin

Exactly. So think of it this way: it's the, at the end of the day, there's new hardware components in the platform that is encrypting the memory from the CPU out. So think about it: it's an overlay. So your transaction, your application, once it's in the enclave, it's a database, it's an AI training set, it's web servers, whatever you're running in there, it just happens to be running in an environment that is both CPU controlled from an access perspective and then encrypted. So the actual application, other than that you have to call a special instruction to launch it, is unaware that it's inside. It doesn't have to change your code. And there are actually some really good tools, open source and commercial, for taking existing code and putting it into those secure containers without modifying your code. And so that's the benefit is, and there's Graphene and Gramine are some of the open source ones. There's products like Fortanix and others that will take your code and move it into the enclave without you having to be to change your legacy code or to recode what you've done already. Your stuff just operates as it did before, but now it's in this protected space.

Jon McLachlan

No, that's incredible. I think it is also very important. The startup that I led, I had the great privilege to lead, was Peacemakr. And we did almost exactly the same thing, but entirely in software without any of the hardware support. And needless to say, the market wasn't, it didn't catch on. And I'm happy that Intel has gone the extra length and has taken that security all the way down to the very, very low levels in the CPU and the architecture of the system. That's much stronger than just doing it in software. When I was at Apple, I was on the DRM team, and it was a very similar threat model. You had to protect content that was purchased: movies, books, music, and get those delivered into an environment on your iPhone, your computer desktops, your iPods, for those that remember those things, and get that stuff decrypted so you could play it in an environment essentially. You remember the days of the Napster era content theft. Like you could imagine what those discussions sound like from Apple to all of the music label industries. They're like, hey, we want to open a store and sell your music online. But in that context, they probably were like, excuse me? And it opened up this type of security opened up that business so that the iPod and Apple could really have that refresh with its business and take on ubiquitous computing, all of the mobile devices that we have nowadays. So, yeah, it's really an important problem. And I've bumped into it several times. And so, I have a great deal of respect for what you've helped build. And I look forward to seeing the world change for the better as people take more and more advantage of this type of security. There's one other piece of this whole sort of situation that we find ourselves in, a path forward, which is homomorphic encryption, which has, yeah, exactly. It's not in competition with maybe there's a way that there's a path forward where this is actually symbiotic with the trusted compute. Because I always like to think of security in terms of layers of security, not just one giant door that blocks all attacks or mitigates all of your risks. There's no such thing as mitigating all of your risks. Go ahead.

Steve Orrin

I was going to say, the interesting thing, and homomorphic is an exciting field. We're seeing both there's a bunch of startups and there's some large investments happening. I want to lay it out from two perspectives. So, number one, today, one of the challenges with homomorphic encryption is that it is an absolute dog when it comes to performance and resources required to run. It is part of that is the math behind it is, from a computing perspective, an unnatural act. And so it requires a heavy lift. So there's got to be a real need for, and you want to be able to do it on the very discrete data set. The other thing to keep in mind is that it's a lot of what's the homomorphic encryption applications today are, I'd say, they're transactionally driven. So, a database with secure query access kind of model or a transaction processing kind of model, which is an important part of the story, but you need to transform your entire database into a homomorphic database. You have to transform your query engine into a homomorphic query. So, there's a lot of work to get into that environment. So, the good news is that doesn't mean that's not going to happen. And we're seeing hardware accelerators come to drive and help increase that. We're seeing software optimization. So Intel's put out some software optimizations of how to make homomorphic scale better on commercial hardware. And we're going to see continued innovation here. This is going to be something that's not going to die. It's going to keep innovating as the hardware, the software, and the use case drives. Where I see confidential computing and other models running alongside is there's going to be different kinds of transactions that are going to want to live in different places based on who owns the data. So, if you own the data and you own the query, you can enforce a homomorphic approach once this technology catches up with the speed and performance. In the multi-party domain, you're going to have it where it takes a lot of coordination. You may go a confidential computing route. And what I hope to see as these worlds converge is a homomorphic confidential computing where you basically run in a hardware protected enclave. So you protect the underlying encryption that you're doing within that homomorphic as you drive the homomorphic use cases. We're seeing a lot of exciting stuff happening in the homomorphic space, but I think we're still a couple of years away before you see it something I can sign up for in the cloud: give me my fully homomorphic VM, if you will. That's coming, but it's still a couple of years away.

Jon McLachlan

Yeah, it's definitely coming. I have to admit, I don't follow very closely the homomorphic bleeding edge, but you're right that there are a lot of startups and there's a lot of deep tech investment in that space. And so it will be very interesting to see what happens. And you're right, it's a pig when it comes to how much CPU processing power it needs. And those use cases have to be super specific. And it is a heavy lift to get your ecosystem into that space. But one of the guys that I worked with back in Apple, he was a cryptographer. I was working on the sort of compiling obfuscation component of DRM inside Apple. And he was a cryptographer inside Apple. And so he would deliver these white box AES mechanisms, and I would integrate them into the ecosystem. But he went off and joined a startup called Zama, which is one of these little startups, and they're based in Paris, and that's where he lives. So that works out really well for him. And they're working through it. And every once in a while, I'll hear some really nice update. I'm like, oh, that's a huge improvement to what was happening before. And excited to, I'm excited that there's a lot of really smart people thinking through this problem and have fallen in love with this problem and that we're coming up with different ways to approach and think about the security in this space because there's no one right answer.

Steve Orrin

[That's correct]. That's right. And there's going to be, it's going to require a lot of innovative thinkers to get this to scale and really help transform. The nice thing is, once we get there, we start to change the dynamic of how we protect information. Yeah. Because when it once it, whether it be a confidential computing or a fully homomorphic encryption, it's like you get built-in protections from a whole slew of threats that just come off the table. And then you can focus your budget of how do I mitigate threats and attacks to some of the other low-hanging fruit when your data is just by default secure. And I think that's one of the things that will be interesting: if the data never gets decrypted in a fully homomorphic environment, then exfiltration attacks become a non-point in some respects.

Jon McLachlan

Exactly. Yeah. And we are definitely getting there. All of the foundational pieces are being built and being worked through right now as we speak, which is just very exciting to be part of that journey in a very small sense. So at Intel, with your unlimited budget, let me ask a question that I'm sure all of the entrepreneurs that listen to this are just dying to know. How do you think about acquisitions, or that internal build versus buy decisions?

Steve Orrin

It's an interesting question. And a lot of it's going to be domain specific. I think when we look at any large company, whether it be an Intel or an Oracle or Microsoft, I think a lot of the decision of organic versus inorganic comes down to two things. Number one, is it strategic to the business that we're either in or want to get into? Whether it's how do we accelerate something we're doing? Or how do we grow into a new market that leverages? But I think the ones, if you look at the companies, and again, this is not just Intel, but all the big players, yeah. Those successful acquisitions advanced the strategic goals that were already in place for the company. Where you see a lot of times companies struggle is where they acquire something they think is interesting, but it actually doesn't line up to the core business. And so eventually, as you get down the road, you realize this isn't what we do. It's weird. And therefore, and I think some of the early, especially in the 2000s, there were a lot of companies on acquisition sprees that never fully integrated the things they acquired because of that. So, if you're looking to how do you interact, who, if you're a small company thinking, who am I going to go to get bought by? Think about whose business is enhanced by your widget, your thing, whether it be faster time to market, because at the end of the day, this is what big companies are faster time to closing the deal, expanding their addressable market beyond where they have today, so new markets or new opportunities in the existing markets, or how do they leapfrog their competition as far as the day-to-day? And that you'll see that, like, when we bought some AI companies, it really was to help accelerate our capabilities towards that core strategic mission of heterogeneous compute. One of the things that fundamentally Intel took the into its DNA several years ago is that x86 alone isn't going to solve every workload. I know that's heresy by the early Intel [mind]. I know.

Jon McLachlan

Are you going to get fired for saying that?

Steve Orrin

Not anymore. Not anymore. Okay. That's the idea was when we bought Altera, what are some of the areas where, again, at our core, x86 is what we were known for, but our core is building hardware at scale, being able to funnel things through the manufacturing process and get that architecture through the ecosystem into the hands of the end user. So adding FPGA to that mix was a natural thing to do. Adding AI accelerators allows us to go after those markets with very specific capabilities that leverage our same channel, leverage our manufacturing capacity and our engineering and the cross-polarization between those. And so you're seeing examples of how that's transforming today, where we get the idea of heterogeneous architectures that are, whether it be different kinds of cores or cores and FPGAs working together to solve some of these big hairy problems. Yeah. That's so, again, is it strategic to the business? And it doesn't always have to be like core business. Lots of acquisitions out there where it's really about how do I, if I look at my product set, what's my gaps? Where am I missing something that I can plug in? And again, the question that everyone asks internally is: do I spend two years and $800 million or whatever to go build that capability? Or do I buy it and then tweak it as needed to get it into what I need it to be? And those are the questions that your M&A folks would typically ask. And I think that's something when you're looking at who your acquirers are. And I'll give you an example from early in my career where it's not always the obvious one. So my company, Sarvega, where I was the chief security officer for, Intel bought us and it wasn't the logical person. You wouldn't think they were the logical one to buy a software security and acceleration company for XML because we were thinking as an XML service capability as opposed to what if you took that capability and put it into hardware? What if I could accelerate and secure XML web services from the hardware up was the question that Intel was asking. It wasn't the question that at the time until we started talking to them that we were asking. But that was the aha moment of where there was, they saw a gap, they saw a need to accelerate this new market. And could they use our technology in hardware to jump into it? And so that was one example of a non-obvious at the time. It didn't make sense. It was like, really, Intel wants to talk to us? But then when you get the message, you're like, ah, it makes a lot of sense. This is how you add that capability in and really make it a level playing field for everyone. And so that's something I think entrepreneurs need to think about: everyone thinks, well, who are my key acquirers? It must be someone I'm really tightly partnered with because they see the value. It's not always the case. Sometimes it's who do you give an inorganic opportunity to that they don't have today? Who's got the gap that you fill that may not be your obvious channel that you've already dealt with?

Jon McLachlan

That's really insightful. Yeah. Thank you for sharing. So when you went through that process with Intel, you guys were surprised at first.

Steve Orrin

We were. I think when they first reached out to us, I think we were myself, our CEO, and our others were like, that's an interesting conversation. Let's go. We're going to go hear what they have to say. Of course. Once we got down the road, it made a lot of sense. But they weren't the ones that we were thinking would be the acquirers, if you think about at the time of XML firewalls and XML acceleration gateways.

Jon McLachlan

So they went after you guys mostly for the talent and the people and the product and the way that you brought something to the table from Intel's perspective that they just didn't have in-house at the moment? Did they acquire you for the market share?

Steve Orrin

So they acquired us, honestly, acquired us for the technology and for the people. We did have good market share. We had some key customers that, again, Intel has everyone as a customer. So they weren't looking for us for the market. Let's face it. We were a small, relatively small startup. [They're] Intel. But if you think about Intel has at the time, 2005 had really smart chip engineers and designs and architects and a software enabling team. They did not have XML expertise. They did not have a lot of XML security or web or application security expertise. And so what they were buying was our expertise in those domains and the core technology of how we had accelerated in software the processing of XML transactions. And that is what they, the kernel of what they wanted to put into hardware to extend that capability and scale it.

Jon McLachlan

Congratulations. It sounds like everything has worked out and they must be doing something right to keep you around for 18 and a half years. I bet you've had an incredible journey just even as an intrapreneur there at Intel and have helped with a lot of great projects and interesting things that you've gotten your hands into. But what's your typical day for you? I know you mentioned a little bit of internal, a little bit of external, and some big hairy problems. Is it mostly spent in meetings or do you like to get your hands dirty still?

Steve Orrin

So I would say I wish I could spend as much time as I want to getting my hands dirty, code, but I still get to play with the fun technologies. I have my own lab at the office where we get to play with the cool technologies, deploying them, trying things out. But I'd say a lot of, vast majority of my time is spent with customers and our internal architects. So again, working with the government to innovate or understand their needs, getting deep into the challenges, and then working with our teams to try to innovate on those. And again, one of the things that makes Intel interesting and the government interesting. Intel, we have technology everything from the pointy end of the spear, of sensor platforms to high-performance computing and networking and everything in between. So, one day I could be talking ioT, the next day I'll be talking high-performance computing or cloud. So, it keeps it interesting in that perspective. On the government side, they have literally every possible use case. So, I could be talking about how do you do security of patient records at the VA, or I could be talking about how do I do better object recognition for manufacturing and a Navy base kind of thing. So you get the full gamut of use cases. So it always makes things life interesting. And then from the innovation side, it's being able to get your hands on the latest technology and seeing how it works or how do I apply it. Some of the, or in the case of things that still excite me from the security side, is we have new platforms come, new security capabilities, and testing them out and plugging in the probes and pulling up the Kali Linux and seeing what happens. And so, those are some of the fun things you get to do. Not nearly as often as I'd like in my role, but it's definitely something you get to do once in a while that still makes it fun.

Jon McLachlan

Oh, for sure. Or maybe even just get to participate on the demo day and see all of the great things that the team that you've surrounded yourself with brings to the table.

Steve Orrin

Absolutely. And it's one of the mantras that I've had for most of my career: you surround yourself with really smart people and listen to them and give them enough rope to go and do and cause trouble and break glass.

Jon McLachlan

That's incredible. I love that. Give them autonomy and a safe space to take those risks.

Steve Orrin

Exactly.

Jon McLachlan

Do you, speaking of teams and surrounding ourselves with smart people, do you have direct reports as the principal engineer?

Steve Orrin

Yeah, I do. So as in the federal CTO role, I have a team of solution architects, technology architects and technology specialists and subject matter experts across multiple domains. So AI, cybersecurity, scale computing, as well as sensing and sensor fusion topics and the edge.

Jon McLachlan

When you build your team, I know this is probably like very specific to the role that you may be hiring, but let's talk interviews just for a second. Is there a favorite interview question that you have?

Steve Orrin

The one I like to throw out there is: I want to see how an individual processes information to solve a problem. So, I want to understand because much of my job and much of the things that excite me is: give me a big hairy problem, and what do I do? How do I go about it? So, I want to hear, I present them a scenario, and it's really about how would you go about tackling this and seeing their process. How because ultimately, I don't like to micromanage. when my team comes on board, I say, okay, here's the problem, go after it. And so, understanding how they go after it does two things: I want to make sure that they actually have the tools to go tackle these interesting problems and get after them. But also, it helps me understand once they're on the team, what do I need to feed them in order to make them successful? Is it I need to give them the detailed documents of requirements? Do I need to point them to the right SMEs for them to gather the information? So I want to understand their process. That's really the question. And it's a hard question because I'm not asking what was your best day, worst day, how did you solve this problem? It's here's a problem. How would you go about tackling it? And I think that's what I find the most interesting because you're never going to get the same answer, but what you're getting is their, how they process information, how they come at a conclusion.

Jon McLachlan

Yeah, exactly. Is there a green flag that you look for that, if you hear it or you see it or you smell it, maybe even is a better way to put it, that you will fight to the death to bring that person on board?

Steve Orrin

So there are two things I look for that are those checkboxes. One is where they go and they download the thing and they play with it. So getting your hands on to understand how something works or how something breaks or whichever side of the camp you're on.

Jon McLachlan

Roll your sleeves up a little bit.

Steve Orrin

Yeah, exactly. So when they say, first thing I'd have to do is download the framework and try this and try that. That's a check. The other is where they say something like: First thing I'm going to do is I'm going to go talk to somebody about, you know, I'm going to go learn. And that's one of the things I value for myself and for my team is that no one can know everything. And being humble enough to know that there are things we don't understand and knowing that their first step is to reach out and find and leverage your peers, leverage experts. That's one of those other check boxes: knowing that we have a team of people, but we're also Intel. So there's a fellow that did something. There's a, if you think about USB invented here, PCI, like these technologies are out there because of Intel, and you can go ping that person and ask, hey, I have a question. And so having that kind of mentality is really important for my teams. And I think for successful architects is being able to reach out to their dial-a-friend.

Jon McLachlan

Dial-a-friend, yeah. The humility to say, look, I don't, there's the more that I know, the more that I know that I don't know, and fill in those gaps and just have fun and have little creative moments and connect the dots with what we do know. Yeah, that's incredible. Maybe it's almost like a mentality, it's like a value, it's a lens that you can see the world through, and it feels like you have this. I think we share this as well. And you look for this in the interviews. And you got to be a little bit crazy to be in security. Maybe there is a story from childhood, or what's the story about how you got into security?

Steve Orrin

That's a really good, it's an interesting question because if you go back to my degree and what I was doing in college, it wasn't security, it was research biology.

Jon McLachlan

That's a big, that's a big shift.

Steve Orrin

It is. But back in the 80s, I had two loves. I had biology and computers and hacking around. And so I was a hacker, liked to play around and see how things fell apart and how systems worked. But when I was looking towards going to college in the late 80s, there wasn't really a career to be had in cybersecurity yet. And computer science was really basically COBOL programming, which wasn't exciting either. So I went the other love. I went the bio route and was going to do research biology, something in the microbiology, biochemistry space. And that's actually where I got my degree in. And I did some graduate research. And it just so happened in the mid-90s that after one of my grants ran out, and I had a year off before med school, a friend of a friend was going to start a company. He had some money. He came from one of the legacy technology places. I want to do a startup in this new thing that people are talking about, this internet. And a friend ventured to say, Hey, you are a hacker, you know the security stuff. Maybe you should talk to him. And we did a startup in 95, after three months. I figured the way to help pay for med school. It's going to be expensive.

Jon McLachlan

It's got to be expensive.

Steve Orrin

Yeah. Three months later, I was all in. I fell in love with what we were doing. This is like right before Netscape's IPO. So it was the early days of the internet. And we were out there talking about security before anyone else, really anyone major was. And I had some really good mentors. So I got the opportunity to get mentored by Bruce Schneier of Applied Cryptography and many other wonderful books and things that he's done and the cryptography he's done. So I got to learn from him and some of his peers and other industry players and really got the opportunity to get in on the ground floor of what became the security market we know today, both and did it across multiple fields. And I think that was exciting. And like I said, three months after joining the company, being their CTO and chief architect, I never looked back. Took my parents a little bit longer to agree that I wasn't throwing my career away in medicine.

Jon McLachlan

But I'm sure that they have a lot of pride in where you ended up.

Steve Orrin

I believe they do.

Jon McLachlan

Absolutely. Yes, yes. No, that's really heartfelt. No, thank you for sharing. Did you actually work with Bruce Schneier?

Steve Orrin

Yes, Bruce Schneier was an advisor at my first company, and he was a partner at my second company.

Jon McLachlan

Oh, that's incredible. He's a legend.

Steve Orrin

He is a legend, and just an interesting person to work with as far as just the depth of knowledge he has. And to give you an example of what I talked about, going out and asking, when we were first starting SynData and I was coming up, we were doing desktop encryption and some things, and I was coming up with some algorithms because, again, there wasn't a standard set in those days. So I'd come up with an algorithm and a way of applying it to a data. And I thought, I need to get somebody to look at this. So I, out of the blue, pinged Bruce Schneier and said, Hey, can I hire your consultancy to take a look at my algorithm? And we hired him and he tore it to shreds, literally tore it to shreds and beat me up that side of the head, like, you're an idiot. But it does.

Jon McLachlan

That's the best, that's the best type of love that there is.

Steve Orrin

Absolutely. And some of the advice he gave me, which again, being young, I didn't really understand it until he gave it to me was: you can't really build a good algorithm. And really, this is expands to anything secure. You shouldn't be building security defenses unless you understand the offense. And his model was: you shouldn't be building a new algorithm unless you know how to take apart an algorithm. So, learn the crypto analytics side before you start to build a cryptographic algorithm. And that mentality has stuck with me ever since. And it's really something I Always had is from the hacker side of the camp, but applying it to some of the cyber defense side is you should you really can't do a good job of defending unless you understand how the adversary is going to get in or how things fall apart. And it's that advice he gave me on the cryptographic side as well that was absolutely critical. And the nice thing is, then after he beat me up and beat it up, he worked with us to build a better box.

Jon McLachlan

That's perfect. Yeah, that sounds like exactly the right amount of tough love.

Steve Orrin

Exactly.

Jon McLachlan

Thank you for sharing. If you could, I think it's really important to have great mentors in our lives. And I know I've been blessed with amazing people that have cared deeply and have helped me take those big steps in my career too. And it sounds like you have had very similar experiences too. If you could go back in time and meet your younger self and almost mentor your younger self. Would you have any advice for your younger self? And what would that be?

Steve Orrin

That's a really good question. So, advice, there would be definitely some investments I would give advice to go do.

Jon McLachlan

Oh, sure, go buy like this stock or that stock.

Steve Orrin

Definitely a couple of those.

Jon McLachlan

Buy some bitcoins.

Steve Orrin

Bitcoins. Believe it or not, Walmart stock back in the day would have been a great investment. Amazon. But on a serious note, I think a couple of things I would give advice for, and again, these are things we learn. And I always say that I never regret the decisions, even the bad ones, because we learn from our failures. And so, one of the things I probably would have given myself advice of is that think of the failures not as, oh my gosh, the world's crashing around you, but learn from those. Cause usually it's about a year or so after the major failure that you figure out, oh, this was a really good learning experience, but the pain for that year. And so, I, when some, a couple of my early startups weren't successful, and it was those are your babies, and they are they crush you when it doesn't happen. I think the advice I would give myself is that every one of those [failures] was actually a launch pad. It just sometimes takes a little bit longer than you think to get up off your feet and do the next one. I think that was a piece of advice that would have helped a little bit. And I think the other is, and this was something an epitome of the 90s: every startup back then, you went all in. You were 100% all in to your startup. And I think one of the pieces of advice I probably would have given myself, something I've been doing more recently in my career, is diversify. You know, spread the wealth a little bit. Diversify your passion or diversify yourself. Diversify the things you're involved with so that you can, it helps. In the early days, I'll pick example. When I was doing my mainframe security product, we were the mainframe security product. And it's only in the course of that journey that we expanded to other areas of understanding that mainframe security was important, but mainframe being able to do webification of mainframe. So expanding your horizons earlier, even if you're not going to do it, but just so you know that it's out there, makes the leap easier. And I think that's another piece of advice: that I learned on the fly, but maybe I would give myself the heads up is that it's the non-obvious things that thinking outside the box, as opposed to having to learn it on the fly when what you didn't work because you were thinking very narrow, right? Think more broadly, at least have it in the back of your head so that you're better prepared for the curveballs that are absolutely going to come your way.

Jon McLachlan

Yeah, change is inevitable, and we got to build to move with it, not fight it. We are at the top of the hour. In fact, you've shared with me one extra minute. I have all of the gratitude in the world. What an amazing conversation. You're always welcome back on the podcast anytime. I really enjoyed our conversation. We have to go for a coffee. I'll buy you a beer or a beverage of choice. And we'll pick up right where we left off.

Steve Orrin

Sounds good. Thank you very much for having me today, Jon.

Jon McLachlan

Thanks so much for joining. And thanks to all of our listeners for tuning in to another episode of the Security Podcast in Silicon Valley.

FAQ

Questions this episode answers

Who is Steve Orrin?
Steve Orrin is the chief technology officer and a senior principal engineer at Intel Federal, a role he has held since 2013. He joined Intel in 2005, when it bought Sarvega, where he was chief security officer. Before that he was CTO of SynData Technologies, co-founder and CTO of LockStar, CTO of Sanctum, and a VP at Watchfire.
What does Intel's federal CTO do?
Steve describes three roles: helping federal customers use Intel's architecture, hardware and software for their missions, translating government requirements back into Intel's business units, and advanced innovation on big hairy problems with agencies, the primes and Intel's technologists.
What is confidential computing?
Confidential computing protects data in use, while it sits in memory and the CPU processes it. Code runs in a hardware-protected enclave whose memory is encrypted, so other tenants, the cloud provider and admins can't read it. Wikipedia describes it as protecting data in use, alongside storage and network encryption for data at rest and in transit.
Do you have to rewrite code to run it in an enclave?
No, Steve says. Other than a special instruction to launch it, the application doesn't know it's inside. Open source tools such as Graphene, now called Gramine, and products such as Fortanix move existing code into an enclave without changes.
Is homomorphic encryption ready?
Not at scale, Steve says on the episode. He calls its performance an absolute dog, says today's uses are mostly transactional, and puts a fully homomorphic VM in the cloud a couple of years away. Wikipedia credits Craig Gentry with the first plausible fully homomorphic scheme, in 2009.
How few data points can identify a person?
Steve says it used to take six points of data and thinks it's three or four now, with AI. In 1997, Latanya Sweeney found that ZIP code, gender and date of birth could identify up to 87 percent of the U.S. population.
Should companies block ChatGPT?
Steve says companies that knee-jerked and blocked it didn't get much good out of it. He favors policies on proper use, such as not posting or querying anything confidential, because a model can learn from what you ask it.
How does Intel decide to build or buy?
Steve says the first test is whether a deal is strategic to a business Intel is in or wants to get into. The internal question is whether to spend two years and $800 million building a capability, or buy it and tweak it. Intel bought Altera to add FPGAs, and AI companies for heterogeneous compute.
Why did Intel buy Sarvega?
For the technology and the people, Steve says. Intel wanted to accelerate and secure XML web services from the hardware up, and in 2005 it had no XML or application security expertise. Wikipedia dates the deal to August 17, 2005.
What did Bruce Schneier teach Steve?
Schneier, an advisor at Steve's first company and a partner at his second, tore Steve's algorithm to shreds and told him to learn how to take an algorithm apart before building one. Steve applies the same idea to defense: understand the offense first.
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