One Billion Lost Packages

One Billion Lost Packages

Tomasz Tunguz
Tomasz TunguzMar 12, 2026

Key Takeaways

  • Hurricane Helene halted 60% US IV fluid production
  • 85M US packages damaged in 2024, $4B cost
  • BackOps automates claims via AI agents across systems
  • Customers see 93% faster response, 60% time saved
  • Market for supply‑chain visibility software $3.5B, 13% growth

Summary

In September 2024 Hurricane Helene flooded Baxter International’s Marion, NC plant, halting 60% of U.S. IV‑fluid output and triggering nationwide shortages. The same month, 85 million U.S. packages arrived damaged—a 30% jump that cost roughly $4 billion. To address the chronic fragmentation of shipment‑issue handling, former Amazon Shipping exec Sean McCarthy and ML veteran Henry Ou launched BackOps, an AI‑agent platform that reads emails, clicks portals and files carrier claims automatically. BackOps recently closed a $26 million Series A, reporting 93% faster response times, 60% time savings and full automation of eligible claims for customers ranging from automakers to grocery chains.

Pulse Analysis

The past year has laid bare the fragility of America’s supply chain. A single flood at Baxter International’s North Carolina facility crippled the production of most IV fluids, while a 30% surge in damaged shipments—85 million packages—cost businesses an estimated $4 billion. These events underscore how physical disruptions and logistical inefficiencies can quickly translate into massive financial exposure for hospitals, retailers, and manufacturers alike.

Enter BackOps, the brainchild of former Amazon Shipping leader Sean McCarthy and AI veteran Henry Ou. Their platform captures screen recordings of problem‑resolution workflows, converts them into executable scripts, and deploys AI agents—dubbed Relay—to navigate legacy warehouse systems, carrier portals, and even phone calls. The result is a near‑instantaneous claim filing process that eliminates manual data entry, reduces human error, and scales across the 40‑60 touchpoints typical of a single shipment. Early adopters report 93% faster response times, a 60% reduction in labor hours, and 100% automation of eligible carrier claims.

BackOps is targeting a $3.5 billion supply‑chain visibility market growing at 13% annually. By stitching together disparate systems without bespoke integrations, the company offers a cost‑effective alternative to traditional middleware solutions. As more enterprises prioritize end‑to‑end visibility and resilience, AI‑powered orchestration platforms like BackOps are poised to become a strategic asset, turning fragmented logistics into a competitive advantage.

One Billion Lost Packages

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