Arrive AI (ARAI) Investor presentation summary

Market opportunity and industry trends

• Autonomous delivery is emerging as a major opportunity, with over 1 million autonomous deliveries already completed by leading players and a projected $440 billion total addressable market by 2030.

• Robots and drones can reduce delivery costs by 80–90% compared to human-driven vehicles, with forecasted robot and drone deliveries costing as little as $0.35–$0.40 per delivery.

• Platforms are driving the next wave of AI innovation, dominating market value and multiplying ecosystem value through network effects.

Business model and platform strategy

• The company is building an interoperable Arrive Point Network, aiming to become the standard for autonomous last-mile logistics, similar to how EV charging converged to a single network.

• The platform offers asynchronous delivery, secure chain of custody, temperature assistance, dynamic pricing, and reverse logistics, targeting a 50% transactional revenue split between network and marketplace services.

• Multi-modal logistics are enabled, supporting drones, robots, driverless vehicles, and human couriers for residential, campus, and business deliveries.

Technology and intellectual property

• Holds a foundational patent portfolio, including smart drone mailboxes, winch-based contactless delivery, and climate-controlled lockers for secure, temperature-sensitive deliveries.

• Patents are issued and pending in both the United States and internationally, supporting a defensible market position.