Your firm has perfect records — and no memory of its own judgment.
Memric reads your IC memos, post-mortems, and theses and surfaces what you believed, what got contradicted, who dissented correctly, and which live proposals echo a prior failed assumption.
The thesis rests on data-center GPU demand outrunning supply through at least 20251, with the CUDA software moat insulating gross margins from commoditization.2
We hold that AI-infrastructure margins are structurally durable as hyperscaler capex compounds. The principal risk is in-house silicon compressing the moat faster than the market expects.3
Illustrative example. Memric runs on your firm’s own documents.
The gap
Your firm has perfect records — and no memory.
Hundreds of IC memos, post-mortems, theses, and letters. Every number preserved; every judgment forgotten. Nothing tells you what you used to believe, when it broke, or who saw it first.
What Memric surfaces
Four things your firm can't see today.
Each is a typed, lineage-traced record — not a summary. Here's what each one looks like, on real material.
01 / Predictions vs. outcomes
Calibration, per author
Every prediction, scored against what actually happened. The chronically overconfident show up immediately — by name.
02 / Principle lifecycle
Beliefs that retire when superseded
The supersession is the record. You can always replay what you believed and why it changed.
03 / Dissent analysis
Who pushed back — and was right
Dissent is captured at the moment it's voiced, then matched to outcomes. Correct contrarians become visible.
04 / Open contradictions
Live beliefs that can't both be true
Two principles, both currently active, mutually exclusive. Surfaced before the next IC meeting — not after.
The engagement
A four-week Decision Memory Audit.
A fixed-scope engagement that turns your decision history into a defensible record. You keep the report and a Memric instance — every finding traces to a source document.
- 01 Intake A representative slice of your decision corpus — memos, post-mortems, theses, letters.
- 02 Compress Memric extracts typed, lineage-traced principles, predictions, dissent, and contradictions.
- 03 Report A 9-section Decision Memory Report, every claim cited back to a source document.
- 01 Executive summary
- 02 Decision timeline
- 03 Principle library
- 04 Prediction calibration
- 05 Retirement events
- 06 Dissent analysis
- 07 Lineage map
- 08 Open contradictions
- 09 Recommendations
Trust by architecture
Every claim carries its lineage.
Nothing Memric asserts is unsourced. Each principle, retirement, and resolved prediction traces through typed citations back to the documents that produced it — so the record is defensible, not just plausible.
The engine runs in your environment — your machine or your VPC. Your raw documents never have to leave it.