Great piece on Walrus Memory by
@KhalaResearch.
In my opinion what we feed into our LLMs today is closer to a copy of us than anything a social network ever held. Our private reasoning, business logic, medical questions, the work we would not show another human. It will define our identity down the road + our competitive edge.
It’s clear that this memory needs to be portable, so it moves with you across models + vendors. It should be accessible on your terms where you set the rules for who reads what. And it needs to be verifiable so agentic workflows can be built on top of it.
This for me is when we see the full force of what agents can do
It’s now obvious that memory is one of the biggest bottlenecks in AI
But the next question is whether that memory can be trusted
“Context is the new bottleneck” - Jensen Huang at CES 2026
He’s right, but only half right
Every AI agent deployed today still has the memory of a goldfish because context windows are stateless by design, starting each session from zero
That is unfortunately how LLMs work
But storage capacity is only half the battle, the other half is trust
Current memory providers can write memories to docs, databases or internal logs, then ask enterprises to trust that record later
The problem is obvious: one altered memory corrupts every decision that relied on it
As agents move into regulated workflows, this becomes a real issue
The EU AI Act requires high-risk AI systems to maintain automatic event logging and traceability, meaning enterprises will need proof of what data an agent accessed, what it remembered and whether that record was tampered with
Our latest report covers AI memory and how Walrus tackles this problem with portable, verifiable and programmable memory for agents
The full report is in the next post below
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