Unit economics

Reading your own past should not cost a token.

Owned recall is cheap

A modeled memory recall on NEOMORPHIC SSI is $0.00000044. A GPT-4 class RAG recall sits at $0.20–$0.50 on published pricing. That spread is modeled 450,000× cheaper per recall.

Write a fact once. Ask later. Get the original back on hardware the buyer keeps. The get is a rounding error. The rented window prices the same ask in tenths of a dollar.

Trinity Sky sells organizational memory. The company writes the record. The company keeps the record. Monday does not reopen a rental to re-explain itself. Strategy calls stay. Signed numbers stay. The decision that killed a feature stays. Each is equally addressable whether it landed this morning or last year.

Owned recall is cheap because the archive is theirs.

A prompt position is not an address. The catalog does not lose the middle. The language model on top can still write prose. The model is not the filing system. The filing system is what the buyer owns. Opening it is the first cell on the unit table.

Four cells. One unit.

A thinking cycle on the same mind is modeled at $0.0000031 — one pass through owned memory. Proof of integrity is listed at $0. The get carries its own check: Merkle-anchored writes, and a fail-closed door when the store is unsure. Throughput is 292,705 queries per second on a laptop, CPU-measured.

Those four lines are the unit. They describe what remembering costs once the bytes are yours. Diligence can recompute the recall ratio from the two cells in the book. The commercial point is the get you keep, not a slogan on a slide.

Their model meters the past forever. Ours is infrastructure you buy once. That is how a memory line on an invoice collapses. We are not cheaper than OpenAI. We are a rounding error. Search stuffed into a window will always bill like search stuffed into a window. A get on an owned archive bills like opening a drawer.

The investor read is simple. You are not underwriting a token discount. You are underwriting a different primitive. The primitive is a get. The get lives on the buyer’s side of the wall. Capex for a cabinet. Care and power after that. The rented loop cannot offer that trade. Its product is the meter.

Buy the cabinet once

The substitution is ownership. Buy the infrastructure once. Run it where the company keeps machines — in the building or in the buyer’s cloud. When the relationship ends, the memory stays. Last year’s bindings do not evaporate with a cancelled seat.

Infrastructure you buy once. An archive you keep.

CORE, DIVISION, and ENTERPRISE are three widths of that same archive. One division. A line of business. A flagship or sovereign install. The unit does not change with the land. A wider estate still reads its own past as a get. The modeled microdollar is the cost of opening the drawer. It is not a second purchase of the year.

A company that owns the archive stops paying to re-explain itself. The rented stack can keep the chat skin. The buyer keeps the cabinet. Staff stop pasting last quarter into a window that went blank on Friday. Committees buy this as a substitution. They replace the amnesiac layer. They keep the original.

That is the board story. Own the place the facts live. Stop renting a scratch pad to remember who you are. The chat skin can stay if they want it. The cabinet does not leave with the vendor.

The mind fits a laptop

Memory here is geometry, not brute force. The entire mind fits on one laptop. A GPU campus is the other stack’s capital. This recall is specified for customer-controlled hardware.

The commercial contrast is location. The get runs where the estate is. When they ask for last quarter, the walk is local. When they expand the estate, the catalog is still theirs. A GPU bid is their factory. A mind on hardware the estate controls is ours. That is why the unit table can live on a laptop measurement and still be a board story.

Edge, phone, drone, and watch form factors are later sublattices of the same architecture. Smaller device. Same math. Seed is still an archive on the customer’s floor. Later form factors inherit the same unit: one cheap get, owned, on a machine the buyer holds.

The first install is not a campus. It is a mind that sits inside a perimeter the CIO defends. Proof weeks run there. Named data stays there. The walk to last quarter stays there. Width of land changes. The unit does not.

Isolated and loaded

Speed is part of the value. Isolated recall on a quiet machine is 13.834 µs. That is fast enough that “look it up” is not a product delay. Under load the same stack has returned 5,127 µs. Those are different experiments. One is a capability clock when the machine is still. The other is a still-open engineering number when it is busy. We show both.

Neither clock is the unit story. Cheap and fast matter because the get is real. The clocks tell you how the machine feels. The table tells you what remembering costs once the bytes are yours. Hiding the loaded clock would let the isolated number pose as a service promise. Keeping both on the page keeps the offer honest and still sellable.

A partner can ask an independent party to time the same pair. That is what the validation line in the raise is for. The clocks are evidence. They are not the invoice. A committee that can feel the get on their floor does not need the isolated number to pretend it is a service-level promise.

Twenty million stands the factory

$20 million is an ask — seed to stand up the factory, run the first proofs, and let an independent party time the same experiments. The raise exists to put the archive on a buyer’s machine. Then a committee can feel the get: write once, ask later, same fact, local clock.

The first lands that would carry this economics are the three widths of the archive. A proof on their floor is how a CIO learns the unit in their own building. The modeled table is the offer they walk in with. The install is how that offer becomes theirs.

Modeled, not a customer invoice. There are no customer logos yet. Diligence can re-run the clocks. The sale stays the same. Owned recall is cheap.

Next in the catalog: Go to market.