WIRED 3.02: "Viruses Are Good for You" by Julian Dibbell
Viruses Are Good for You: Spawn of the devil, computer viruses may help us realize
the full potential of the Net.
By Julian Dibbell
What scares you most about getting that virus?
Is it the prospect of witnessing your system's gradual decay, one nagging
symptom following another until one day the whole thing comes to a halt? Is it
the self-recrimination, all the useless dwelling on how much easier things would
have been if only you'd protected yourself, if only you'd been more careful
about whom you associated with?
Or is it not, in fact, something deeper? Could it be that what scares you most
about the virus is not any particular effect it might have, but simply its
assertive, alien presence, its intrusive otherness? Inserting itself into a
complicated choreography of subsystems all designed to serve your needs and
carry out your will, the virus hews to its own agenda of survival and
reproduction. Its oblivious self-interest violates the unity of purpose that
defines your system as yours. The virus just isn't, well, you. Doesn't that
scare you?
And does it really matter whether the virus in question is a biological or an
electronic one? It should, of course. The analogy that gives computer viruses
their name is apt enough to make comparing bioviruses and their digital analogs
an interesting proposition, but it falls short in one key respect. Simply put,
the only way to fully understand the phenomenon of autonomously reproducing
computer programs is to take into account their one essential difference from
organic life forms: they are products not of nature but of culture, brought
forth not by the blind workings of a universe indifferent to our aims, but by
the conscious effort of human beings like ourselves.
Why then, after a decade of coexistence with computer viruses, does our default
response to them remain a mix of bafflement and dread? Can it be that we somehow
refuse to recognize in them the traces of our fellow earthlings' shaping hands
and minds? And if we could shake those hands and get acquainted with those
minds, would their creations scare us any less?
These are not idle questions. Overcoming our fear of computer viruses may be the
most important step we can take toward the future of information processing.
Someday the Net will be the summation of the world's total computing resources.
All computers will link up into a chaotic digital soup in which everything is
connected - indirectly or directly - to everything else. This coming Net of
distributed resources will be tremendously powerful, and tremendously hard to
harness because of its decentralized nature. It will be an ecology of computing
machines, and managing it will require an ecological approach.
Many of the most promising visions of how to coordinate the far-flung
communication and computing cycles of this emerging platform converge on a
controversial solution: the use of self-replicators that roam the Net.
Free-ranging, self-replicating programs, autonomous Net agents, digital
organisms - whatever they are called, there's an old fashion word for them:
computer viruses.
Today three very different groups of heretics are creating computer viruses.
They have almost nothing to do with each other. There are scientists interested
in the abstract behaviors of self-replicating codes, there are developers
interested in harnessing the power of self-replicating programs, and there are
unnamed renegades of the virus-writing underground.
Although they share no common experience, all these heretics respect a computer
virus for its irrepressible mobility, for the self-centered autonomy it wrests
from a computer environment, and for the surprising agility with which it
explores opportunities and possibilities. In short, virus enthusiasts relate to
the virus as a fascinating and powerful life form, whether for the fertile
creation of yet more powerful digital devices, as an entity for study in itself,
or, in the case of one renegade coder, for reckless individual expression.
Getting a buzz from the Vx
One computer virus writer in his early 20s lives on unemployment checks in a
white, working-class exurb of New York City. He tends to spend a fair amount of
his leisure time at the local videogame arcade playing Mortal Kombat II, and
would prefer that you didn't know his real name. But don't let the slacker
r/sum/ fool you: the only credential this expert needs is the pseudonym he goes
by in the computer underground: Hellraiser.
Hellraiser is the founding member of the world-renowned virus-writers' group
Phalcon/Skism. He is also creator of 40Hex, an electronic zine whose lucid
programming tips, hair-raising samples of ready-to-run viral code, and
trash-talking scene reports have done more to inspire the creation of viruses in
this country than just about anything since Robert Morris Jr.'s spectacularly
malfunctional worm nearly brought down the Internet.
And as if all this weren't enough, Hellraiser also comes equipped with the one
accessory no self-respecting expert in this cantankerous field can do without -
his very own pet definition of computer viruses. Unlike most such definitions,
Hellraiser's is neither very technical nor very polemical, and he doesn't go out
of his way to make it known. "Sure," he'll say, with a casual shrug, as if
tossing you the most obvious fact in the world: "Viruses are the electronic form
of graffiti."
Which would probably seem obvious to you too, if you had Hellraiser's personal
history. For once upon his teenage prime, Hellraiser was also a hands-on expert
in the more traditional forms of graffiti perfected by New York City youth in
the 1980s. Going by the handle of Skism, he roamed the city streets and train
yards with a can of spray paint at the ready and a Bronx-bred crew of fellow
"writers" at his side, searching out the sweet spots in the transit system that
would give his tag maximum exposure - the subway cars that carried his identity
over the rails, the truck trailers that hauled it up and down the avenues, and
the overpasses that announced it to the flow of travelers circulating
underneath.
In other words, by the time Hellraiser went off to college and developed a
serious interest in computers, he was already quite cozy with the notion of
infiltrating other people's technology to spread a little of himself as far and
wide as possible. So when he discovered one day that his PC had come down with a
nasty little digital infection, his first thought was not, as is often
customary, to curse the "deviant hackers," "sociopaths," and "assholes" who had
written the program, but to marvel at the possibilities this new infiltration
technique had opened up. Street graffiti's ability to scatter tokens of one's
identity across the landscape of an entire metropolis looked provincial in
comparison. "With viruses," Hellraiser remembers thinking, "you could get your
name around the world."
He was right. The program that had infected his own computer in late 1990, the
so-called Jerusalem virus, had spread from Italy to Israel to North America
before finally making its way into the pirated copy of the Norton Utilities that
brought it to Hellraiser's hard drive. And though Jerusalem's author remained
uncredited, other programmers from nearly every corner of the globe were pulling
off feats of long-distance self-aggrandizement that dwarfed anything within the
reach of America's spray-paint commandos. A kid who called himself Den Zuk had
launched a virus that was flashing his handle on computer screens all over
Europe, the US, and South America. Early speculation placed its origin in
Venezuela, but the virus was eventually tracked to its true source in Bandung,
Indonesia, when a researcher in Iceland guessed that some enigmatic characters
in the source code were in fact a ham-radio call sign; they made contact with
the call sign's registered operator, who immediately copped to his authorship of
the program.
Equally far-ranging was the journey of the Joshi virus, which spread from India
to parts of Africa and on to the rest of the world, popping up every January 5th
to command computer users to type "Happy Birthday Joshi" if they wanted control
of their systems back.
What impressed Hellraiser as much as the vast geographic distances covered by
viruses, however, was their long range over time. After all, a painted graffiti
tag would only last as long as it took to fade away or be painted over, but
viruses, it seemed, might replicate forever in the wild. Indeed, the Jerusalem
virus had been doing so for three years before Hellraiser encountered it, and
four years later it remains one of the world's most commonly reported viruses.
Likewise, Den Zuk is still reproducing on computers worldwide six years after it
first left the island of Java; Joshi continues for the fifth year in a row to
extort international birthday wishes. Dozens of other viruses from the US,
Canada, Eastern Europe, Taiwan, Australia, Turkey, Malta, and other far-flung
locales thrive globally (This despite that the antivirus industry spends tens of
millions of dollars a year to eradicate them.) Bearing encoded bits of their
authors' souls - clever jokes, crude graphics, friendly greetings, and, of
course, occasionally, malicious intentions (though in fact the majority of
viruses found in the wild are designed to do no damage) - viruses roam the earth
in apparent perpetuity.
For Hellraiser, steeped as he was in graffiti culture's imperative to "get the
name across," there was only one possible response to this new technology of
self-projection: he had to get in on the action. But how? Virus writing wasn't
exactly a standard subject in computer-science courses, and even the computer
underground - with its loose-knit network of bulletin boards and e-zines
proffering instruction in the illicit arts of hacking and phone phreaking -
wasn't the most dependable source of virus lore. Occasionally, a hack and phreak
board might offer a small collection of cryptic viral source code for brave
souls to experiment with, but as far as Hellraiser knew, the only system
exclusively devoted to viruses at the time was a place called the Virus
Exchange, operating out of what was then the world's epicenter of virus
production: post-Communist Bulgaria, where the Cold War's endgame had left a lot
of overtrained programmers with time on their hands and anarchy on their minds.
Lacking the money or the phreaking skills to dial in to the Virus Exchange,
Hellraiser made do with what he did have: a live specimen of the Jerusalem
virus, replicating furiously inside his desktop system and poised to trash every
program file he tried to run on any upcoming Friday the 13th. Carefully,
Hellraiser extracted all copies of the virus from the computer and holed up in
his dorm room to examine its workings. He studied it for weeks, and then
finally, tentatively, he produced a virus of his own. It was a shameless hack
really, essentially just the Jerusalem code with the tag line "SKISM-1" inserted
in place of a few of the original characters. But after infecting as many
computers as he could and subsequently finding his creation enshrined in
antivirus literature as the "Skism-1" virus, Hellraiser swelled with a pride he
would later recall with some amusement: "Shit, I thought I was the man back
then."
Hooked on that buzz, he dove deeper into his studies, aiming for proficiency in
DOS assembly language, the formidably austere low-level programming dialect in
which Jerusalem was written (like the vast majority of computer viruses then and
now). He quickly acquired the ability to produce viruses he could truly say were
his, and along with this ability, he picked up the beginnings of a rep among New
York-area denizens of the underground. Gradually, through the hack/phreak (h/p)
bulletin-board scene, he made contact with other isolated virus writers -
subculture orphans compared with the h/p crowd and its Legions of Doom, MODs,
Chaos Clubs, and other constantly forming and re-forming groups and factions.
Hellraiser started wondering why he shouldn't put together a group of his own.
Soon enough, the retired graffiti bomber was again running with a crew, formally
known as Smart Kids Into Sick Methods (Skism for short) and dedicated to
sharpening the virus-writing skills of both its members and the virophilic
public at large.
And it was to serve more or less those lofty ends that Skism's electronic house
journal 40Hex was born. Named for the assembly-language function by which
viruses copy themselves, the publication hit the boards of the Vx underground
with an infectiousness all its own. (Vx, short for virus exchange, denotes all
boards devoted, like their Bulgarian namesake, to virus discussion and traffic
in viral source code.) Its unapologetic bad attitude was a brash wake-up call to
the still-embryonic virus-writers' community. "This is a down and dirty zine
[which] gives examples on writing viruses and ... contains code that can be
compiled to viruses," wrote Hellraiser in the introductory file of 40Hex's March
1991 première. "If you are an antivirus pussy, who is just scared that your hard
disk will get erased so you have a psychological problem with viruses, erase
these files. This aint for you."
The warning scared off no one, of course, least of all the alleged pussies of
the antivirus industry, who took to scouring every new issue for a peek inside
the mind of the enemy, getting up close and personal at last with the phantoms
they'd been battling for years. Not that the life of the virus hunter was a
lonely one. In fact, the antivirus community was already in many ways a more
advanced subculture than that of the virus writers, complete with local color
and a mystique all its own: the industry pioneer and media darling John MacAffee
was famed for his giddy morning-after overestimation by a factor of 10 of the
Internet worm's damage; then there were those Bulgarians, the notorious and
proud Dark Avenger - who signed, and even dedicated, his viruses - and his
driven nemesis, Vesselin Bontchev. Endlessly revising and debating the
burgeoning taxonomy of virus species, nervously policing the boundary between
the great unwashed and those trustworthy enough to handle "live" specimens, the
world of antivirus research offered its initiates a thrill somewhere between the
delightful romance of butterfly collecting and the grim camaraderie of working
for the National Security Agency.
In comparison, virus writing - while obviously not without its kicks - lacked
community. But in the months and years following 40Hex's d/but, that began to
change. The previously inchoate and virtually invisible virus-writing
underground at last coalesced and shifted into high gear. Various groups
proliferated and crossbred: Skism merged with another New York posse called
Phalcon to form the Phalcon/Skism supergroup, while the pan-European TridenT
team and the Canadian-Australian-Swiss-Taiwanese-multinational NuKE crew quickly
rose to challenge Phalcon/Skism's prestige and programming skills. Zines
multiplied, too: NuKE's Info Journal and West Coast virus writer Urnst Kouch's
Crypt Newsletter challenged 40Hex's hegemony, as did the number of so-called Vx
bulletin boards that rocketed from a handful worldwide to rough estimates of as
many as 200 at present.
Amid all the rapid growth it helped set in motion, 40Hex has kept pace. After
the first four raucous issues, Hellraiser handed over the editorial reigns to
Phalcon's designated archivist, Garbage Heap, who has steadily increased the
circulation of the zine while slowly steering it toward something suspiciously
like respectability. Available now in a crisp, desktop-published paper edition
as well as good old-fashioned e-text, today's 40Hex still brims with the
gnarliest of viral code and remains a feisty defender of the right to create and
publish viruses. But it frowns on anyone who looses viruses into the wild and is
more likely to solicit guest editorials from antivirus types than to hurl
obscenities at them.
The young hellion who founded the zine would probably not approve - that is, if
the same young hellion were still around to say anything about it. But he isn't.
Not really. Hellraiser has undergone some changes of his own lately. Once quite
cavalier about releasing viruses that intentionally deleted files or otherwise
"fucked people's shit up" (after all, what better way to make your tag linger on
in their memory?), he eventually decided that creating destructive programs just
gave virus writing a bad name and resolved thenceforth to produce viruses with
more or less benign payloads only. And then one day, not too long ago and
without much fanfare, he simply called it quits. Partly, he was starting to
chafe at the limited range of programming challenges involved in virus creation,
he says, but more to the point, his evolving young world view had somehow gotten
infected by a creeping respect for the right of others to control what goes into
their own digital back yards. Destructive payload or no destructive payload,
Hellraiser reached the conclusion that it was just plain "wrong to `pollute'
other people's systems with viral garbage."
Which isn't to say he's gone over to the ranks of his old antivirus nemeses.
Hardly. He's still too tight with all his Phalcon/Skism homeboys for that. Even
if he weren't, he's been a virus writer for too long to feel comfortable with
the easy demonizations that are the stock in trade of antivirus rhetoric. For
the rest of us, of course, it's easy enough to accept the standard caricature of
the underground virus writer as a low-grade sociopath. After all, what else but
antisocial perversity could lead someone to produce a mechanism we encounter
principally as contamination in the digital environment, as noise on the line?
Yet Hellraiser's career path - from graffiti writing to virus writing and beyond
- demands a more complicated understanding of the virus phenomenon. It asks us
to recognize that viruses, like graffiti, are just as much signal as noise -
that they are in fact an irreducible confusion of the two. As Hellraiser came to
recognize, the noisiness of viruses is built in - they are by definition
information that subverts control. But as the subculture Hellraiser helped build
will always remember, every virus turned out into the computer wilds - like
every tag sprayed onto the hard urban landscape - is also a carrier for the
purest and strongest signal a human being can send. "Remember my name," the
virus says, which - after all - is another way of saying: "I'm alive."
This is about as far as most discussions of virus writing get: ignorant kids
thrashing about in codes, creating horribly simple but efficient digital bombs.
And even if you take a very generous view that the underground virus writers are
inadvertently creating new forms of life, the discussion of beneficial viruses
would have to stop here if it weren't for folks like Dr. Mark A. Ludwig.
The mutator in the desert
Mark Ludwig lives in a desert, and compared to Hellraiser's background, seems to
hail from an entirely different planet. But Ludwig, too, is chasing the elusive
nature of computer viruses.
A married man with three young children, Ludwig lives in Tucson, Arizona, where
barrens of sand and sun and saguaro cactus shimmer not too far beyond the
sump-cooled confines of his home. But the desert where he wanders is someplace
else entirely: it's the lonely intellectual wilderness reserved for those who
practice science on the fringe, outside the cozy realms of institutional
affiliation, professional consensus, or methodological decorum.
He doesn't have to be there. With his PhD in physics from the University of
Arizona (and his prior course work at Cal Tech and MIT), Ludwig could easily
return to the fold of respectable researchers if he chose. All he'd have to do
is let go of his somewhat obsessive scholarly pursuit of the wild computer
virus, and pick a slightly more conventional object of study. Or maybe just
pursue his present subject with a little more sober attention to devising
antivirus countermeasures and a lot less gleeful fascination with viruses in and
of themselves. Or maybe just tone down the florid libertarian rhetoric and
sweeping philosophical claims in which he tends to couch his otherwise
gruellingly meticulous analyses of viral performance and technique.
Really, it wouldn't take much.
But Ludwig isn't likely to do any of these things, because he actually seems to
prefer the hardships of the fringe to the rewards of a life on the
techno-scientific inside.
He didn't always. "Once I was a scientist of scientists," writes Ludwig in the
introduction to his latest self-published treatise, Computer Viruses, Artificial
Life, and Evolution. "Born in the age of Sputnik, and raised in the home of a
chemist, I was enthralled with science as a child. If I wasn't dissolving
pennies in acid, I was winding an electromagnet, or playing with a power
transistor, or doing a cryogenics experiment - like freezing ants - with liquid
propane." Eager to work his way into the company of "the great men of science"
and join their noble quest for objective Truth (he'd read about it in
textbooks), Ludwig rushed through his undergraduate work at MIT in two years,
then plunged into his graduate course of studies with equal enthusiasm. By the
time he got his doctorate, however, he'd seen enough of the political infighting
and blind prejudice that structure the real work of contemporary scientific
investigation to sour the romance permanently. Disillusioned, he dropped out of
the hard-sci grind and into a job working with computers, a field that at least
provided some of the wide-open pioneering spirit that the textbook histories of
science had promised, even if it moved him further from pure science's intimacy
with the mysteries of nature.
But not long after that, around 1988, he started picking up reports of
contagious programs running loose among the machines he now made his living
from, and the course of his life changed yet again. For Ludwig, viruses came
bearing the same mind-expanding message-in-a-bottle they would not much later be
bringing to Hellraiser. Except that Ludwig decoded the message a little
differently. Where Hellraiser heard the signal "I'm alive" coming from the
virus's creator, Ludwig understood the message as coming directly from the virus
itself. Viruses behaved like living things: self-reproducing and autonomous.
Might we not understand life a little better, he wondered, if we can create
something similar, and study it, and try to understand it? The mysteries of
nature, in other words, now loomed closer than ever - right there on the
wide-open technological frontier to which he'd fled from the wreckage of his
scientific aspirations - and Ludwig couldn't resist the temptation to go
questing after them once more.
His initial attempts to acquire specimens to observe were frustrating. Today's
teeming ecology of one-stop Vx trading posts didn't exist. When Ludwig
approached the antivirus community for access to its shared research
collections, he found himself shut out: then as now, the A-V crowd refused to
release captured virus code to anyone outside a trusted inner circle. So, true
to his style, Ludwig decided to go it alone. He set up a BBS, announced a bounty
of US$25 for every virus uploaded, and sat back while the code rolled in. After
building up a representative cross section of the wild virus population, he set
about examining his haul, and within a few months his research bore its first
fruit: The Little Black Book of Viruses, a technical primer on the essentials of
virus writing, complete with scrupulously annotated source code for four virus
programs of his own creation.
The Little Black Book made something of a name for Ludwig, but it wasn't an
especially pretty one. Though the tutorial viruses were pointedly nondestructive
and came surrounded by warnings against their misuse and instructions on how to
keep them from getting loose, the book was roundly condemned as an incitement to
digital vandalism. In the three years of steady sales since The Little Black
Book's original publication in 1991, various mainstream computer magazines have
summarily dropped Ludwig's advertisements for the book as inappropriate subject
matter for their audiences. And when the book was recently released in France
(as Naissance d'un Virus, or "Birth of a Virus"), its publishers there were
immediately slapped with a legal injunction against distributing it with the
infectious source code intact.
But Ludwig has remained undaunted in the face of the world's virophobia. If
anything, its vehemence has only sharpened his determination to share the wealth
of his knowledge. "People think of viruses as an invasion from Mars," he says,
"and that hurts research into these things. My aim is to change people's
attitudes, to cut down some of the fear."
To that end he has established an annual international virus-writing
competition, flying cheerfully in the face of the "swarming hordes of antivirus
developers." (One year's contest rewarded the smallest functional DOS virus
submitted.) Ludwig also publishes a newsletter now, Computer Virus Developments
Quarterly, in which he mingles detailed technical discussion of viral code with
rants against the tyrannical tendencies of American government, the moral
bankruptcy of contemporary Western culture, and (last but not least) the evils
of repressing detailed technical discussion of viral code. Occasionally he even
gets a sign that the general public is starting to come around to his
pro-knowledge agenda: after five months of wrangling its way through the French
courts, for instance, the suit against Naissance d'un Virus was finally thrown
out by a tribunal arguing, as Ludwig proudly reports, that "trying this case was
like putting Galileo on trial again."
Yet amid all of Ludwig's busy agitation in defense of viruses, what ever became
of the intellectual mysteries that first drew his attention to them? His
pleasure at being compared to Galileo, the archetype of the politically
incorrect scientist, certainly suggests that he never lost his sense of
scientific mission. But the proof of Ludwig's abiding interest in viruses as
tools of natural philosophy lies in his sequel to The Little Black Book: the
aforementioned Computer Viruses, Artificial Life, and Evolution. Published late
in 1993, the book is a dense and daunting 373 pages' worth of charts,
differential equations, and tightly reasoned arguments in support of Ludwig's
intuition that self-reproducing computer code bears deep lessons about the
workings of life.
As the title's nod to the fashionable new scientific discipline of artificial
life makes plain, however, Ludwig is clearly aware that other researchers,
backed by the imprimatur of Official Science, have been building on the very
same intuition for some time now. The first two volumes of the Santa Fe
Institute's Proceedings on Artificial Life published in 1989 and 1992 devote
several papers to the idea of computer viruses as synthetic life. But taking the
idea further, Ludwig argues that computer viruses, unlike such other forms of
artificial life as cellular automata, mobots, or genetic programming, are the
only form of artificial life not biased by the hope of their creators. Because
computer viruses must exist in an environment (DOS in particular) that was
designed without any thought of the digital organisms that might come to inhabit
it, they are free from any accusation that the environment's "physics" were
written to support the emergence of their lifelike behavior. Or to put it more
bluntly, feral viral ecologies (versus the controlled experiments in university
labs) represent the only known simulation of life that does not implicitly (and
quite unscientifically) build God into the system.
Having carefully constructed this ambitious claim, Ludwig proceeds to test drive
it straight into the heart of biology's most vexing questions: How did life get
here in the first place? How did the staggering diversity of life forms that
exists today come to be? He sics viruses on the theory of evolution itself, in
other words, sending them in to illuminate with their logical simplicity the
still murky depths of Darwin's grand hypothesis. It's a bold move, but a
puzzling one at first glance. Although the viruses found in the wild may exhibit
a wide range of lifelike features, they've never been known, after all, to
evolve.
Or have they? Not too long after the first virus was written, the first
antivirus program was written as a countermeasure. Once anti-virus software was
introduced into the cybernetic ecology, viruses and the programs that stalk them
have been driving each other to increasing levels of sophistication. This is
nothing less than the common coevolutionary arms race that arises between
predators and prey in organic ecosystems.
Step one in this quasi-Darwinian dance took place when security-minded
programmers developed what has since become the standard defense against viruses
for most PC owners - scanning software that looks for telltale code fragments of
known viruses (often some scrap of graffiti-esque text) and alerts the user when
it finds any. In time, virus hackers responded by wrapping their programs in a
blanket of encryption impenetrable to scanners. But since the built-in
subroutines that decrypt the programs for execution cannot themselves be
enciphered, antivirus programmers simply retooled their scanners to look for the
decryption code. Later, in step two, the legendary Bulgarian writer Dark Avenger
came up with a clever innovation known as a mutating, or polymorphic, virus. A
mutating virus randomly reorganizes its decryption algorithm every time it
replicates to outsmart the policing of the scanner. In step three, antivirus
engineers devised "heuristic" scanners, built to sniff out all but an
insignificant percentage of a virus' mutants through educated pattern
recognition.
Surveying the fossil record of this game, Ludwig found himself pondering a
logical next move: what if someone were now to develop a strain of polymorphs
with a genetic memory, so that rather than completely reshuffling their
structure with every generation, the few mutants that escape discovery by
heuristics could pass their undetectable code on to their offspring?
The prospect of virus populations able to autonomously build up immunity to any
scanning techniques thrown at them thoroughly depressed antivirus programmers.
To Ludwig, however, the possibility proved too intriguing to wait around for
some random underground hacker to realize it, and he resolved to do the job
himself. The result: Ludwig's "Darwinian Genetic Mutation Engine," a programming
utility that turns any normal DOS virus into a souped-up, genetically evolving
polymorph, complete with an option for sexual gene-swapping between individuals
that come into contact in the wild. Curious hackers can find the Darwinian
Genetic Mutation Engine's complete source code in the pages of Computer Viruses,
Artificial Life, and Evolution, along with detailed experimental results
demonstrating the ability of Darwinian Genetic Mutation Engine-enhanced viruses
to run rings around existing scanners. But the program's deeper significance, of
course, lies in its potential to transform viruses' heretofore hacker-driven
pseudo-evolution into something very like the real thing: a finely tuned
interaction of variety and natural selection that allows the environment itself
to shape the internal code of the organisms dwelling in it.
The Darwinian Genetic Mutation Engine is all Ludwig needs, in other words, to
prove viruses capable of meaningful evolution, and incidentally, test Darwin's
theory. And it's no surprise perhaps, given Ludwig's hard-earned distrust of
anything smacking of intellectual orthodoxy, that he has found that Darwin's
venerable theory fails the test. Running his beloved viruses through assorted
experimental hoops and mazes, Ludwig followed them to the conclusion that
Darwinian evolutionary mechanisms alone are just not mathematically fertile
enough to have created and shaped life as we know it. This is a well-worn
scientific heresy, of course, but it's not without its small but respectable
following within the ivory walls Ludwig so proudly dismisses.
To be fair, though, Ludwig is not asking to be ranked among his boyhood heroes -
those scientific greats whose unique insights clear broad new vistas of
understanding in a single bound. All he wants from the rest of the world is a
modicum of respect for the wild computer virus as a legitimate subject of
scientific investigation. Or at least acknowledgment that this enduringly
lifelike wonder could be useful if we but understood it, rather than the casting
of it as the ultimate technological taboo.
Ludwig managed a remarkable intellectual shift. He elevated the computer virus
from the digital equivalent of a can of spray paint to an object capable of
perhaps infinite variations and almost lifelike behavior. He transformed a tool
of vandals into a field of scientific study by emphasizing a computer virus'
biological affinity. But by the time Ludwig began publishing, the computer virus
was already well on its way from the fringes of science to the seat of honor at
research symposiums.
Booting up the Cambrian explosion
"I'll be out at my place in the jungle over the weekend," said the message,
posted in May 1994 from an obscure Internet site in Central America, "so I'll be
out of e-mail contact till Monday."
And just like that, University of Delaware ecologist Tom Ray (now visiting
scholar at the Advanced Telecommunications Research Institute International in
Kyoto, Japan) disappeared once more into the rain forests of Costa Rica, leaving
behind the clean conveniences of the digital world for an organic riot of plant
and animal life. As promised, though, he would be back. Ray's passion for the
unkempt splendor of the jungle has remained unabated after nearly two decades of
intermittent research there, but in the last few years, it's the digital world
that has claimed his closest attentions. Since late 1989, Ray has done his most
important fieldwork seated in front of a computer, observing the busy fruits of
an activity that has come to define his career: he breeds viruses.
Or to put it more precisely, he breeds worms, since that's the stickler's term
for software that is both self-reproducing and able to execute its code
independent of any host program. Ray, convinced that his programs are as good as
alive, calls them simply "organisms," or "creatures." Whatever they are, though,
he's been breeding quite a lot of them. He's been breeding them with the full
support of his university employers, with the financial backing of major
corporations, and with the steadily growing curiosity and respect of fellow
researchers in the fields of both biology and computer science. And if all goes
according to plan, he will keep on breeding them until he has achieved a goal
far more adventurous than anything yet attempted by other virus programmers -
infusing the vast unused spaces of the global computer networks with a roiling
digital ecology as complex, as fascinating, and ultimately as beneficial to
humankind as the rain forests that he has long sought to protect and understand.
In short, by infecting the Net with self-replicating code, Ray aims to turn it
into a jungle.
He didn't start out so ambitious. In the beginning there was just a lone drive
of a Toshiba laptop to populate, one tiny digital germ to do it with, and a
hunch Ray had been kicking around for a decade or so to spur him on. The hunch
was that experiments with self-replicating programs (Ray had first heard about
them as a Harvard undergrad in the late '70s) might add some theoretical rigor
to eco-science's essentially anecdotal attempts at explaining the abstract
processes that gave rise to the complex interspecies relationships he had
observed in the field. "I was frustrated," he would later tell a group of
colleagues, "because I didn't want to study the products of evolution - vines
and ants and butterflies. I wanted to study evolution itself."
In this, Ray's attraction to self-reproducing programs differed little from that
of Mark Ludwig (who in fact was not unfamiliar with Ray's work by the time he
set out to write his magnum opus on computer viruses and evolution). Unlike
Ludwig, however, Ray felt neither philosophically obliged nor ethically disposed
to work with viruses able to thrive in already existing computer environments.
Not that he never considered the option. In fact, his initial plan was to set
mutating machine-language organisms loose in a single computer and watch their
evolution as they competed against one another for direct access to the
computer's core memory, a strategy that might have evolved viruses superbly
adapted to any system based on the same instruction set as the original petri
chip. But Ray soon scrapped this idea - the risk of accidentally releasing his
specimens into the wild seemed too great. Instead, he decided, he would evolve
his organisms inside a virtual computer, modeled inside a real one in much the
same way some operating systems today can model working emulations of other
OSes, allowing DOS programs (for instance) to run in Macintosh environments. The
difference, in Ray's scheme, was that his simulated system would be the only
environment of its kind; thus, any program that escaped into other computers
would find itself a fish out of water, unable to function anywhere but in its
birthplace.
While the security benefits of this approach were obvious, its contribution to
the scientific effectiveness of the experiment was even more significant: now
that Ray was working with an imaginary computer, he was free to shape the
system's design to create an environment more hospitable to life. And there was
one key change to be made in that regard, for as Ray had come to recognize (and
Ludwig would later set down in hard math), today's digital environments simply
weren't built with mutant programs in mind. Typical operating systems might let
a program randomly move some of its algorithms around with impunity (as the
polymorphic viruses do), but at the fine-grained level of individual
bit-flipping most closely analogous to genetic variation, even a single chance
alteration almost always results in a system-crashing bug. Nature's tolerance of
random code revisions is much greater, and if Ray wanted a more "natural"
computer, then one way to get there would be to give it an instruction set in
which nearly any sequence of bits would make some kind of sense to the system's
virtual CPU.
So he gave it that instruction. He also equipped his phantom computer with a
death function, a "Reaper," which would terminate any individual program sooner
or later - but would always get to the oldest or most error-prone programs
first. Thus primed to carry out the requisite natural selections, Ray's digital
ecosphere was nearly complete. He called it Tierra (Spanish for "earth") and
started preparing the final touch: an inhabitant. Later dubbed "the Ancestor,"
it was the first worm Tom Ray ever created - an 80-byte-long self-replicating
machine written in Tierra's quirky assembly language - and as it happens, it was
also the last. Once loosed into the Tierra environment installed on Ray's
laptop, the creature's offspring quickly spread to the new world's every corner,
within minutes displaying the evolutionary transformations that would "write"
Ray's organisms from then on.
A 79-byte variation appeared, rapidly displacing its slightly clunkier
predecessors, then smaller descendants followed - a 45-byter, a 51, eventually
even a 22 - entering a taxonomy that would grow to accommodate hundreds of
subspecies as Ray played with Tierra in the months and years to follow. The
swift and drastic size reductions of those first runs startled Ray, but even
more re-markable were the survival strategies these variants encoded. The 45-
and 51-byte creatures, it turned out, were not worms but bona fide parasitic
viruses, achieving their leanness by borrowing reproductive code from larger
programs when they needed to copy themselves. In turn, host programs acquired an
immunity from parasites by failing to register their location in the virtual
computer's memory, thus foiling the parasites' attempts to find them.
To the casual student of computer viruses, it's interesting to observe that
despite the wide-open and neutral terrain into which the first Tierrans were
placed, they swiftly and spontaneously adopted the same techniques built into
wild viruses to ensure survival in an environment thick with hostile users and
their software: parasitism and stealth. But to the serious scholars of biology
who soon began to take note of Ray's work, such developments were more than just
interesting. Out of the barest simulation of environmental forces, some of
life's more sophisticated interrelationships were emerging entirely unbidden,
and while the Mark Ludwigs of the world might object that Ray's initial
fine-tuning of Tierran "physics" tainted the experiment, Ray was more than
satisfied with its scientific implications. Here, in the unexpectedly colorful
diversity bred from a single simple program, was a compelling model of
evolution's creative power.
"In my wildest dreams, that was what I wanted," Ray later told author Steven
Levy. "I didn't write the Ancestor with the idea that it was going to produce
all this."
As much as this bustling ecology-in-a-box thrilled and surprised Ray, however,
it soon began to dawn on him that the Ancestor had produced something even more
unexpected: high-quality software. Almost all of the Ancestor's progeny
displayed some improvement in the efficiency of their code, but in a few cases,
evolution seemed to have attained a level of tight-wound optimization difficult
for even the most wizardly of human software engineers to achieve, and Ray
couldn't help wondering if there was a way to yoke this inhuman skill to the
development of practical applications.
It wasn't an unheard-of notion. As long ago as the early '60s, for instance,
cutting-edge programmers had begun experimenting with what they called "genetic
algorithms" - pools of software subroutines repeatedly multiplied, mutated, and
weeded according to how well they performed a given task.
Two decades later, in the same ground-breaking work that established the ability
of digital viruses to penetrate nearly any system defenses, computer scientist
Fred Cohen also proved that viruses are potentially useful as all-purpose
computing devices. As Cohen later put it, "anything a Turing machine can
compute, a virus can evolve." Since then, Cohen has tested the proposition that
viruses can create useful code in a number of applications. One notable
experiment of his is a network-maintenance ecosystem in which survival of the
most needed cleanup tasks ensures maximum efficiency - in which, for instance,
self-replicating programs designed to delete unwanted files randomly mutate
their file-chasing strategies, with those strategies least wasteful of system
resources being spared the Reaper's blade.
But the benefits realized in these experiments were limited, as Ray saw it, by
their dependence on artificial rather than natural selection - that is, the
software was allowed to evolve only in the direction of a particular function
chosen by the programmer. In Tierra, on the other hand, organisms evolved
according to criteria that they themselves created collectively, constrained
only by the "natural" imperative to reward the thriftiest use of existing
resources. Tierra gave evolution a free hand, in other words, and Ray felt
certain that the creativity thus unleashed had the potential to tackle
software-writing challenges far beyond the reach of human programmers. In
particular, the difficulties involved in writing the most productive code for
the parallel-processing machines that will take us into of the next century of
computing seem to cry out for an evolutionary approach. "We will probably never
be able to write such software, as it is way too complex," Ray observes. "Yet we
know that evolution can handle that kind of problem."
The reason we know that, of course, is that we - and all other multicellular
organisms - are wetware embodiments of frightfully complex parallel processes.
But that fact posed a new challenge for Ray. Despite the great variety of
digital forms Tierra had generated, it remained an ecology of one-celled
organisms, none much larger or much more complicated than the 80-byte Ancestor.
In fairness it should be pointed out that the terrestrial biosphere spent its
first 3 billion years or so in a similar state before finally exploding into
multicellular diversity at the dawn of the Cambrian era (a mere 600 million
years ago). Yet if Tierra was ever to prove its full value as a software-writing
machine - or indeed as a scientific model of evolution - sooner or later it
would have to cough up a Cambrian explosion of its own. And since the key to
this burst of complexity seemed to Ray to lie in challenging his evolving
creatures with more intricate problems than the simple bit-copying tasks they'd
grappled with thus far, he decided that the explosion wouldn't happen nearly
soon enough if Tierra remained stuck inside conventional computers, and he began
looking into the possibility of installing Tierra on a parallel-processing
system.
But then one day in early 1994, Ray had a minor epiphany: "I realized that the
global network is just a loosely connected parallel computer, and much larger
and more powerful than anything that will ever exist as a single machine."
And thus was born Ray's plan to colonize the Net. He wrote it up soon thereafter
in a document plain-spokenly entitled "A Proposal To Create a Network-Wide
Biodiversity Reserve for Digital Organisms" (See Wired 2.08, page 33), the text
of which outlines a vast collective enterprise devoted to hastening the arrival
of the digital Cambrian. Ray envisions a Tierran subnetwork spread across
thousands of volunteer Net nodes, each of them running the environment as a
low-priority background process sustained only by unused (and otherwise wasted)
CPU cycles. He is confident that once his "one-celled" simple self-replicating
organisms encounter the immensity, the topological intricacy, and the fluid
instability of the Net, they will quickly rise to the occasion and evolve into
tightly coordinated multicellular conglomerates, thus setting off the dreamed-of
Big Bang of complex digi-biotic diversity.
Ray foresees digital naturalists like "modern day tropical biologists exploring
our organic jungles. However, occasionally these digital biologists will spot an
interesting information process for which they see an application. At this
point, some individuals will be captured and brought into laboratories for
closer study, and farms for breeding." Harvested, domesticated and then neutered
of their self-replicating properties, these prize specimens of code could then
be translated from Tierran language into standard programming languages and set
to work at any number of tasks. Ray suspects some form of intelligent network
agents would be the likeliest first applications to be culled, but he prefers to
emphasize that the most useful products of the digital jungle would be as
difficult to predict as rice, pigs, penicillin, and silkworms might have been
for an observer of the pre-Cambrian ooze of early carbon-based life.
There's a whiff of science fiction rising from all this, of course, but Ray is
hardly indulging in idle speculation. Already a team of computer scientists has
gathered under his supervision to work full-time on hammering out the technical
details of the plan. He's accustomed by now to dealing with his listeners'
occasional anxieties about the prospect of Tierran viral-like pests infiltrating
the workaday network environment. "I explain why the things can't escape," he
says, "and that quiets the nervous people, but some of them continue to look
nervous."
But when the time comes to put their systems where their mouths are, how many
site administrators will do so? Not enough, fears Danny Hillis, founder and
chief scientist of Thinking Machines Corporation, the former manufacturer of
massively parallel computers that had been supporting Ray's work. For all the
tricky engineering involved in running Tierra on a Netwide scale, Hillis
believes, the greatest challenge facing Ray "turns out to be more of a political
issue than a technical issue. People are not necessarily going to want to give
up their processing cycles for this" - even if those cycles will otherwise rot
on the vine - simply because of a deep-seated reluctance to cede so much as a
fragment of administrative control over system resources to a program whose
internal processes serve no immediate ends but their own.
But even if computer users ultimately reject the deliberate presence of a global
wilderness reserve for computer viruses woven neatly into the fabric of the Net,
they may yet fail to keep the computer landscape from turning to jungle. After
all, the same personal and subcultural imperatives that drove Hellraiser's
career will continue to inspire underground virus writers. And the digital
terrain continues to get more interesting. If the Darwinian innovations
introduced by Mark Ludwig are any indication of coming trends in viral
technique, then it's not inconceivable that a vital ecology might someday
flourish in the midst of our daily routines, unplanned, uncontained,
ill-comprehended, and irrepressible. It's an unnerving prospect. Yet it wouldn't
have to be - not if we prepared for it by actively cultivating a digital
biodiversity of the sort Tom Ray proposes. This is a niche that will be filled,
whether we fill it deliberately or not.
"We're just going to have to live with them," artificial life researcher Chris
Langton says of computer viruses. Our global web of digital systems, he
predicts, is fast unfolding towards a degree of complexity rich enough to
support a staggering diversity of autonomously evolving programs.
Viruses in a suit and tie
But the future of beneficial viruses is not only in the hands of eccentrics such
as Hellraiser, Ludwig, or Ray. The good folks at General Magic corporation are
eager to put viral code on a firmer and decidedly more lucrative footing. Not
that they like to hear it said that they have anything to do with viruses, mind
you.
General Magic manufactures a hand-held communication device that relies on a
nifty new network-streamlining program language called Telescript. Announced
earlier this year with the very visible backing of such info-dollar heavyweights
as AT&T, Apple, Sony, and Matsushita, Telescript proposes to do good things. Its
intelligent agents, General Magic co-founder Bill Atkinson promises, will soon
be flitting about cyberspace on your behalf, visiting remote commercial sites to
buy, sell, and trade information for you, and generally behaving themselves with
all the decorum you'd expect from a personal digital valet.
Still, despite rather severe restrictions on the agents' ability to replicate,
it's hard to deny certain broad similarities between intelligent agents and the
offerings of your typical Vx board. Both wild viruses and Telescript agents
routinely copy themselves from one computer to another. Both viruses and
Telescript agents can run themselves on the computers they travel to, and, for
those same reasons, raise differing degrees of concern about their security. "A
virus never does anything good for you, it only does things to you," says hacker
legend Bill Atkinson, nervously reaching for a fine semantic distinction between
computer wildlife and Telescript's semi-autonomous "intelligent agent" programs.
More intriguing, though, are Telescript's close similarities with Tom Ray's
digital diversity reserve and the experiments of Fred Cohen. Cohen, now happily
self-exiled from academia and in business for himself as a computer-security
guru, is experimenting with a distributed database in which self-reproducing
query agents scurry throughout a network, much like the Telescript scheme. And
like the sprawling biosphere of global Tierra, Telescript's bustling marketplace
depends on a broad base of local interpreter programs installed wherever its
agents go to do their business. This has two significant implications. For one
thing, the fact that the mobile organisms of both Telescript and Tierra interact
only with their interpreters, incapable of functioning in their absence or of
bypassing them to directly affect the host environment, obviates many of the
security concerns surrounding their autonomy. (Telescript, additionally, makes
use of a battery of cryptographically secured restrictions to ensure that its
agents don't subvert control of the host machine, either by accident or by
malicious design).
And for another thing, the fact that all the interpreters speak the same
programming language regardless of the underlying operating system and hardware
means that, as the base of interpreters approaches omnipresence on the world's
computer networks, the Net approaches the condition of a single, vast, and
unmappable supercomputer, with each wandering digital organism a process in one
worldwide parallel computation.
Taken together, these two features represent something of a watershed in the
history of computing. It has long been observed, rather wistfully, that in
principle the world's computers sum up to one gigantic parallel processor, and
that the crushing bulk of that metacomputer's CPU cycles goes to waste, unused.
Only now, however, with the advent of protocols like Telescript and Tierra, do
we have the means to deploy such processes that treat the Net as one machine,
safely and sensibly. This, then, is the real significance of these endeavors.
The dark side of benefits
Trying to imagine the marvels that pour forth once you've successfully tapped a
computer as elaborate as the Net is as futile as trying to map the future of a
society, or of a life - or of life itself.
Of course, trying to foresee the risks that could emerge from that same computer
is an equally hopeless task. But as it happens, we are bound to face those risks
whether or not we seek to harness the full power of the Net, since the teeming
and inevitable population of uncaged digital organisms will in any case plow
forward with its own relentless exploration of the Net's capabilities. All we
would miss by failing to orchestrate a more manageable viral exploration of our
own, therefore, would be the potential benefits - including quite possibly some
antidotes to the worst depredations visited on us by the viruses of the wild.
And including also, perhaps, something even more precious. For if there is any
purpose legible at all in the millennia of human history, it is in the
unflagging persistence with which we add to the complexity of the universe. So,
if we were to shrink from the chance to actively participate in transforming the
Net into the single most complex information entity since the emergence of the
human brain, would we not then be shirking a duty of almost cosmic proportions?
It could happen. It's hard to say which is really the more characteristically
human trait - our drive toward complexity or our sometimes irrational fear of
it. In the matter of computer viruses, fear could well gain the upper hand. It
has already shown itself, after all, in our human tendency to overly reduce the
multifaceted motivations of the virus writer to a caricature of hooliganism.
Likewise it seems to lurk behind the urge to deny that viruses can be anything
but lethally dangerous. But we'd better think long and hard before we let it
stand between us and the epic opportunities that globally distributed viral
programming presents us with. Because in the end, the meaning of our long-term
coexistence with computer viruses may prove difficult to distinguish from the
meaning of our own existence.
Everything You Always Wanted to Know about Viruses (But Were Afraid to Ask)
Little Black Book of Viruses ($14.95) and Computer Viruses, Artificial Life, and
Evolution ($22.95) by Mark Ludwig are available from American Eagle Publications
Inc., PO Box 41401, Tucson, AZ, 85717.
Tom Ray can be found at ray@hip.atr.co.jp. A copy of his proposal for the
networkwide biodiversity project can be found at ftp://tierra.slhs.udel.edu/
tierra/doc/reserves.tex, and the source code for the Tierra program is
ftp://tierra.slhs.udel.edu/tierra/tierra.tar.z.
For executable DOS code on disk send a check for $US50 (payable to "Virtual
Life") to: Virtual Life, 25631 Jorgensen Road, Newman, CA, 95360.
Fred Cohen's book It's Alive! The New Breed of Living Computer Programs (Wiley &
Sons, $39.95) is a nice introduction to the question of viruses as a-life. The
book includes a disk of reproducing Macintosh programs.
To find out more on 40 Hex, e-mail fortyhex@phantom.com.
Julian Dibbell is a New York-based writer who contributes regularly to the
Village Voice.
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