AI 中文总结
本研究提出统一模型分析个性化AI记忆的经济与治理，揭示提取上限、权利分离、耗竭等固有局限，并指出可移植性和显著性而非名义所有权是关键政策杠杆。
AI 中文摘要
个性化AI记忆，定义为平台从长期人机交互中提炼出的持久且与决策相关的状态，正变得越来越可移植、可溯源和可交易。溯源回答了来源问题，但它并未解决谁对记忆拥有何种权利，也未解决更广泛的部署如何影响其未来供给。我们开发了一个统一模型，其中记忆使用是非竞争性的，而刷新（即维持持续有效性的维护）是由被代表的个体和平台关系性共同生产的。即使假设完美的溯源和完整信息，该模型仍会产生一系列固有局限性。首先，存在提取上限：决策价值受限于生活经验。其次，一个权利分离定理表明，没有任何预算平衡的所有权分配能使两个共同生产者都成为剩余索取者，并且控制权和现金流权在不同的边际上运作。第三，一个耗竭结果表明，诸如可移植性、互操作性和竞争等扩大覆盖范围的政策会提高当前访问，但会缩减长期记忆存量。第四，我们对记忆所有权应有的状态（主体持有）与实际状态（平台持有）进行了正式比较；福利排序归结为两个可测量的量，两者都受限于内部可再生权利束。最后，内生质量和市场形成结果表明，无补偿的市场会污染其自身的原材料，透明度和补偿是互补的，且事实上的平台所有权制度是自我延续的。在设计方面，分析指向分离的溯源、性能和许可凭证；与质量部署挂钩的补偿；以及可移植性和显著性，而非名义所有权，作为具有约束力的政策边际。
英文摘要
Personalized AI memories, defined as persistent decision-relevant states distilled by platforms from long-run human-AI interaction, are increasingly portable, provenance-certifiable, and tradable. Provenance answers the question of origin, but it does not settle who holds which rights over a memory, nor how wider deployment affects its future supply. We develop a unified model in which memory use is non-rival, while refresh, the maintenance of continued validity, is relationally co-produced by the represented individual and the platform. Even assuming perfect provenance and complete information, the model still yields a set of inherent limitations. First, there is an extraction ceiling: decision value is bounded by lived experience. Second, a rights-separation theorem shows that no budget-balanced ownership assignment can make both co-producers residual claimants, and that control rights and cash-flow rights operate on distinct margins. Third, a depletion result indicates that reach-expanding policies such as portability, interoperability, and competition raise current access but shrink the long-run memory stock. Fourth, we offer a formal comparison between memory ownership as it ought to be (subject-held) and as it is (platform-held); the welfare ranking reduces to two measurable quantities, both dominated by interior renewable-claim bundles. Finally, endogenous-quality and market-formation results show that uncompensated markets pollute their own raw material, that transparency and compensation are complements, and that the de facto platform-ownership regime is self-perpetuating. On the design side, the analysis points to separated provenance, performance, and permission credentials; compensation indexed to quality-deployment; and portability and salience, rather than nominal ownership, as the binding policy margins.
