Project44 Splits Into Two AI-Native Businesses for Shippers and LSPs

Project44 announced a strategic business separation into two focused entities, reflecting fundamentally different buyer personas and purchasing behaviors in the logistics technology market. The original project44 continues serving enterprise shippers with a decision intelligence platform offering TMS, visibility, yard management, and last-mile solutions. The new LSP44 launches as a dedicated, AI-native infrastructure business built specifically for logistics service providers (brokers, forwarders, 3PLs), marking a return to the company's founding customer base established in 2014. The split recognizes that shippers and LSPs operate with entirely different business metrics and priorities.

While shippers focus on OTIF improvements, working capital optimization, and inventory reduction, LSPs prioritize operational efficiency, doing more dispatches with fewer people and finding trucks at lower transactional pricing. This fundamental misalignment had created context-switching challenges for sales and customer success teams. LSP44 operates on a shared infrastructure backbone including the world's largest synchronous logistics data graph, processing 1.5 billion shipments and 706 million carrier events daily across North America, Europe, APAC, and Latin America. The company's competitive advantage centers on AI agents built with operational context rather than generic models.

McCandless's critique, "AI agents without context are just guessing faster", underscores LSP44's differentiation: pre-loaded agents that know carriers, lanes, shipments, exceptions, and customers before taking action. The company has developed an "agent factory" capable of deploying approximately one new agent daily, drawing on over a decade of network building and approximately $1 billion in infrastructure investment.