Q2 Competitive Teardown
draft · 9 competitors · updated just now by Waggle
Executive summary
The category is consolidating around persistent-memory positioning, but only two rivals ship local-first. The clearest opening is regulated industries, where cloud-only memory is a non-starter and no incumbent has a credible audit story.
Landscape
| Player | Memory | Local-first |
|---|
| Mem0 | Cloud | No |
| Letta | Agent-centric | Partial |
| LangMem | Toy-tier | No |
| Notion AI | Doc-scoped | No |
Pricing pulled from public pages; full table in the appendix.