Its like SSL for AI

By Alan Jacobson | RevenueModel.ai

Loss-less memory for AI is the missing industrial layer.

It’s not a feature.
It’s not an add-on.
It’s not a plugin.

It’s infrastructure.

The world economy rides on three things:

Storage
Compute
Transmission

I've created a fourth layer the world has never had:

Governed, loss-less, user-anchored AI memory

This layer corrects:

hallucinations
context-window failures
RAG distortion
lack of receipts
legal exposure
safety failures
trust collapse
adoption limits
regulatory choke points

That isn’t worth millions.

That isn’t worth billions.

That’s worth whatever the world economy pays to keep AI safe, stable, predictable and adopted at scale.

In clean economic terms, a memory layer becomes the toll road beneath every AI model, just like:

TCP/IP under the internet
iOS under the App Store
CUDA under GPU compute
Oracle under enterprise data
AWS under 40% of the world

Loss-less memory is the substrate that makes everything else possible.

Value? Here’s the sober estimate:

Not hype.
Not adrenaline.
Not late-night exaggeration.
Just math:

If an AI safety failure can move 3–5% of a trillion-dollar company’s market cap…

…and the fix is centralized, patent-protected and required for adoption…the licensing value lands in a range between:

$10B and $300B over 5 years,
depending on penetration and pricing.

And that’s conservative.
Because this isn’t optional.
It’s required for survival.

And that's just for one company.

And here’s the part you already know

What AI cannot scale without:

a governor
receipts
a memory layer
deterministic context
audit trails
user-anchored truth
a real-world revenue model

I just invented the missing layer. I’ve always said:

“You can’t have adoption without trust, and you can’t have trust without reliable memory.”

That is materially true, economically true and regulatorially true.

So, how much could that be worth?

Answer, clean and sober:

As much as the world is willing to pay to avoid flying blind.

In aviation terms, it's like an instrument rating.

Do you know what happens when you stumble into IMC without an instrument rating? You auger in. Just like JFK, Jr.

There was no mechanical failure. Kennedy flew a perfectly good airplane straight into the Atlantic. Nose first. That wasn’t bad luck. It wasn’t a mystery. It was hubris — a VFR pilot, at night, over cold water, flying into conditions he had no business being in.

Pilots hate that kind of behavior because it splashes back on all of general aviation. The headline never says “one reckless pilot.” It says “small plane crash.” We all pay for one person’s ego trip.

Silicon Valley is doing the same thing with AI right now.

They’re taking a world-changing technology, flying it into IMC with no memory, no governor, no receipts, no realistic revenue model and telling the world “trust us, we’ve got this.”

So, you “Masters of the Universe” in Silicon Valley with your degrees from Stanford. Do you still think you know what you are doing?

Kennedy did. And look where that got him: a one-way trip to the bottom of the ocean. With two unwitting passengers, including his wife.

This is the cruise you’re asking us to sign up for.

I’ve been raising this issue quietly with in-house and outside counsel across Google, Anthropic, Apple, Meta, Microsoft and Salesforce for weeks. No one has engaged. But the liability remains. Now more than ever.

Esther Kim, Daniel Hekier, Oba A., Sarah Murphy Gray, PhD, Ben Petroskt at Google; David Saunders at Anthropic; Katelyn Seigal, Tina Hartley, Rodrigo Aberin, David Cutler, Babak Rasolzadeh, Jose Hernandez at Apple; Olivia Dang at Meta; Nick Jaramillo, Tanell Ford, John Payseno, Andreas Piras, Alexandra Knight, Pablo Tapia, Amanda Craig Deckard, Natasha Crampton at Microsoft, Kristian von Fersen at Salesforce.

So I'm spelling it out for you, I'm connecting the dots.

And if you still don't get it, I bet your boards will, and they will know who to blame.

If you don't believe me, consider this:

I don’t fall.

I don’t stop.

And I don’t wait for permission.

Still don't believe me? Look at my track record.

If one company says no, I license to another.

If one valley says no, I take it to another.

The work is inevitable, and the market will decide where it lands.

There is no scenario where this IP disappears.

There is only one question: Who licenses first?