Company: ARAI
Filing Date: 2025-07-15
Form Type: S-1/A
Source: 0001641172-25-019572
Chunk: 99

Company: Arrive AI Inc.
Filing Date: 2025-07-15
Form: S-1/A
Chunk 99
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 as a modular and extensible product system                                                                  
 to allow for flexibility and re/configuration, quick maintenance, and better support - all to lower the cost of ownership, innovation, 
 and learning by Arrive AI’s customers and partners as they rapidly evolve their business models, experiments, requirements,            
 and technologies to better serve their markets and customers.                                                                          |

In many cases we can partner with these competitors
to supply them with the last inch of the last mile to make their ALM businesses more successful.

Industry Overview and Opportunity

US Market Overview

Arrive AI’s end goal and target market
is to work with automation technology providers and operators who need to serve businesses needing to deliver automated last-mile logistics,
consumers services, and advanced business operations to their business and consumer end-customers.

Arrive AI’s market opportunity lies in
developing a smart Mobility-as-a-Service (MaaS) platform that aims to serve as shared infrastructure for the Autonomous Logistics Market
(ALM). According to ARK Invest’s ANNUAL Innovation Reports, this market has significant potential, with access to over 165 million
U.S. business and residential addresses. While we currently have no U.S. addresses in our portfolio, our smart MaaS platform is scheduled
to deploy in December 2024 or early 2025, positioning us to begin serving as core infrastructure for the broader ALM ecosystem.

Arrive AI’s management estimates that capturing
just 1% of these addresses (1.65 million) could generate approximately $3.5 billion in annual recurring revenue across our three planned
revenue streams: MaaS subscriptions, data and AI monetization, and operational platform fees. Our business model, though currently untested
in the market, anticipates annual recurring revenue rates of approximately $360 for residential and $3,600 for commercial MaaS subscriptions.
We project that capturing 1% of the market could generate annual MaaS subscription revenue of approximately $1.1 billion by year 10.
The remaining $2.4 billion in projected annual revenue would come from data and AI monetization services, including the ADM (automated
delivery marketplace), MFE (mailbox finance exchange), reverse logistics arbitrage, and generating unique sales, marketing, and growth
insights for our partners and customers. Over the next two years, as part of AP4 and AP5 development, we will be testing and refining
these pricing models to support revenue at the scale previously mentioned. These projections are based on Arrive AI management’s
internal