Physix Frontier · News Briefing Card (TMTPost · Nov 4, 2026)
AI memory services heat up as low-cost storage masks continuity battle
KEY FACTS
- Alibaba Cloud's PolarDB Agent Memory Standard edition charges 0.015 yuan per 10,000 memories per hour.
- Mem0 closed a $24 million funding round in October 2025, with API calls rising from 35 million to 186 million.
- The LongMemEval benchmark uses 500 questions to test AI memory's cross-session reasoning and knowledge-update capabilities.
- Redis tests show that retrieving raw fragments and distilled facts together yields 86.1% accuracy, versus 71.2% with distilled memory alone.
- Claude now supports memory import and export, but import remains an experimental feature.
KEY DATA
0.015 yuan per 10,000 memories per hourPolarDB memory unit price
$24 millionMem0 funding
186 millionMem0 API calls
500LongMemEval question count
PHYSIX OBSERVATION
The storage cost of memory is approaching free; the real barrier is whether historical conversations can be turned into reusable, correctable work experience. Low price is only the entry point; what enterprises will pay for is reduced rework and guaranteed continuity. Independent memory vendors that only save preferences will easily be replaced by platform built-ins; the differentiation lies in cross-model migration and version and permission management.
Source: TMTPost report
Physix Frontier