Silo

Models are converging. Control is the moat.

1

Models are commoditizing

GPT, Claude, Gemini at parity within months of each release

2

The durable asset isn't compute

It's the user's accumulated thinking

3

Whoever owns memory owns the relationship

4

Silo is the layer that fixes that

Everything you create in AI gets stuck

Your memory is locked inside ChatGPT. Your context can't move to Claude. Your conversations reset every time you switch tools. The platforms keep what should be yours.

“There is no system of record for your thinking.”

Enterprises have databases and CRMs. Individuals have nothing.

AI broke how knowledge persists

AI didn't just change interfaces. It changed the shape of knowledge itself — from documents you write to conversations that vanish. The infrastructure for persistence didn't keep up.

If AI becomes how we think, we need a place where that thinking lives.

Silo is where your thinking lives

The control plane between your data and every AI

Portable

Works with ChatGPT, Claude, Gemini, agents, and tools

Persistent

Thinking compounds and doesn't reset

User-Owned

You decide what each system can see

Available today via iOS app. Built on an open format. Extending to every service you connect.

.silo

A portable, lossless container for AI memory — not a chat, not a document. Authored thinking, not a model's interpretation of it.

Authored, not interpreted. Interactive, not static. Yours to share.

Why Silo wins

CompetitorChatGPT / Claude
CategoryModel-native memory
Why they loseLocked in their model — the problem, not the solution
CompetitorMem0 / Letta
CategoryDeveloper infra
Why they loseTooling, not user-owned. No consumer surface.
CompetitorNotion AI / Dropbox AI
CategoryContent + AI
Why they loseOwns content, not thinking. Single-vendor.
CompetitorRAG Vendors
CategoryRetrieval plumbing
Why they losePipes, not a system of record
CompetitorSilo
CategoryControl plane
Why Silo winsPortable, user-owned, AI-native memory

They use lock-in to create loyalty. Silo creates loyalty by letting your data go anywhere.

The layer already exists

Live

Silo App

Live

.silo format

Shipping

Shareable Silos

First working system for portable AI memory. iOS app, MCP server, and the .silo open format.

The flywheel

Each stage deepens the control plane. Distribution and infrastructure are the same motion. Every user compounds the layer.

1

Explore drives creation

Acquisition

Visitor finds a public silo on explore.onesilo.com. Interacts with it. Thinks "I want to make one of these." Signs up, subscribes, creates their first silo.

2

App deepens the layer

Depth

User downloads the iOS app. On-device data flows in — calendar, contacts, HealthKit, location, news. The upsell from web to app isn't features; it's surface area.

3

Services extend the scope

Gravity

Plaid, Dropbox, Google — all governed through one dashboard, one policy layer. The gravity well deepens. Any AI that wants this user's data must route through Silo.

4

Cross-model capture

Inbound

User is in ChatGPT: "@silo store the important details in a new silo called Project X." That silo is now accessible in Claude, Cursor, everywhere. The control plane receives inbound data from external models.

5

Agent configuration

Platform

.silo files replace markdown skills files as structured starting context for agents. Mode enforcement, explicit boundaries, confidence levels. Not left to interpretation.

6

Enterprise

Scale

Same layer, organizational scale. IT managers govern company data with .silo files as version-controllable memory states. Nothing new is built — same control plane, role-based access on top.

Explore→
Create→
Deepen→
Extend→
Capture→
Govern
↻

Every new silo is a new tenant on the control plane. Each user compounds the layer.

Three forces converging

Model Parity

Switching cost inside any single model is collapsing

MCP Standardization

The protocol layer for portable AI context just became real

User Awareness

"My ChatGPT history is trapped" is becoming a felt problem

This window opens once. Memory is becoming the control point now.

$80B

Global SEO spend in 2025 — the presence layer for the search era.

Silo is the presence layer for the AI era — where your data, voice, and authored knowledge live across every model.

Consumer subscription today → control-plane fees and per-silo hosting tomorrow → enterprise governance at scale.

Source: Statista, Global SEO Services Market 2025.

The thesis in behavior

Three forces converging is why now in the world. The numbers below are why now in the product.

30%

Organic switchers

of users switch models on their own after the first session

8

Switches per cycle

model changes per active switcher in a 14-day window

~2x

Retention lift

week-one retention for switchers vs. non-switchers

Source: Silo production telemetry, May 2026.

Business model

Consumer

Subscription for memory + models

Pro / Builders

Advanced silos, sharing workflows

Enterprise

Knowledge silos, governed access

People don't pay for answers. They pay for not losing what they've built.

Team

Shawn Welch

Founder / CEO

  • PM at the largest college textbook publisher in the world during the .mobi revolution
  • Co-authored a WSJ bestseller with Guy Kawasaki on self-publishing
  • Founding engineer on Cash App; Head of Mobile Engineering at Block Financial Services
  • Built consumer systems at scale to tens of millions of users
  • The person who watched one file format transform an industry, now building the next

Built Silo to make memory user-owned, portable, and independent.

Angels

Not random checks — a coherent network. Square and Cash App leadership plus founders building in adjacent categories.

Brian Grassadonia — fmr Cash App CEOOwen Jennings — fmr Cash App COOMichael White — early SquareEren Bali — Udemy founderTodd Jackson — First Round

.silo

becomes the format for knowledge.

We won't build the verticals. We define the primitive.

Nothing gets stuck. Own Yourself.

Request investor deckinfo@onesilo.com