The Business Engineer

The Business Engineer

The AI Memory Wars

Gennaro Cuofano's avatar
Gennaro Cuofano
Nov 17, 2025
∙ Paid

In the attention economy, engagement metrics ruled. Time-on-site, DAU/MAU ratios, viral coefficients—these were the north stars.

In the AI economy, memory depth creates moats.

This isn’t about recommendation algorithms or behavioral tracking—the old platform tricks. This represents a fundamental shift in how value compounds. The new platforms don’t just respond to users. They remember, reason, and evolve with them.

The switching cost isn’t an inconvenience. It’s the loss of accumulated intelligence.

The Memory Trinity: Three Layers of Lock-in

Layer 1: Individual Memory — The Personalization Moat

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