project44 just split itself in two and spun out LSP44 as a standalone, profitable “AI agent and API infrastructure” company — the clearest admission yet that the infrastructure layer is a separate product from the applications on top of it, and that incumbents intend to own it via a proprietary data graph. Read it against this week’s other signal: Escalent’s Fleet Technology Index fell 13% — the first drop since 2022 — with AI the only outlier, and the named unlock is concrete evidence a technology works in the buyer’s own operating environment. The trend underneath ten days of “physical AI” vocabulary is now unmistakable: the category argument is won, the vendor argument is not, and buyers have stopped paying for narrative. Our pilot data is the whole ballgame — and unlike p44’s graph or Samsara’s cameras, ours is not locked to our own hardware.