Pensieve (PENSIEVE AI LTD, Companies House 16196930)

Pensieve wants to become the company memory AI agents ask before they act. Two founders shipped a seven-connector context layer for Claude, Cursor, and ChatGPT right as MCP turned agent context from a hack into a category. That timing matters: Glean is valued like infrastructure, Dust raised into the same connector universe, and Workday bought Sana because enterprise knowledge is no longer a back-office feature. But Pensieve itself still sits in the thin air between sharp launch and underwritable company. The product is behind a sign-in wall, the beta is free, and the strongest question is whether a maintained context layer becomes the substrate agents depend on — or the thing incumbents quietly bundle away. We traced the category, the filings, and the platform risk without mistaking a well-timed launch for proof. Read the teardown before the memory layer becomes the round narrative.