Company: ARAI
Filing Date: 2025-07-15
Form Type: S-1/A
Source: 0001641172-25-019572
Chunk: 94

Company: Arrive AI Inc.
Filing Date: 2025-07-15
Form: S-1/A
Chunk 94
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 The first post-pilot MaaS production support for customers occurred               
 in Q2 2025, producing  our first MaaS recurring revenue generation for Arrive AI. |
| ● | All active partners and customers have executed non-disclosure agreements         
 (NDAs).                                                                           |

By focusing initially on the delivery and pickup
of lab samples, medicine and supplies on medical campuses and then reaching out to their local networks of medical business partners,
Arrive can build the requisite foundation and ROI for then further spreading ALM mailboxes into communities and other use cases for automated
delivery like food, goods, and services.

Arrive AI plans to recruit and partner with strategic
leaders in the automated delivery of food, goods, and services by demonstrating the advanced universal AP5 to them in 2026. Currently,
we have active customer development and pilot agreements with businesses in the logistics and healthcare sectors, where we are deploying
AP3 or collaborating on the design of AP4 with these customers. However, specific customer names cannot be disclosed due to signed confidentiality
agreements. Large automation companies like Google Wing, Zipline, Serve Robotics, and Starship Robotics, as well as large retailers and
delivery services such as Walmart, DoorDash, and Uber Eats, are independently investing in automated operations and ALM-based business
models. These companies are conducting their own pilots in locations such as Dallas, San Francisco, Los Angeles, and Research Triangle
Park. While we aim to recruit similar partners and participate in larger pilots, we wish to clarify that Arrive AI and its operations
are not affiliated with these companies or their pilots, and there is no guarantee that any affiliation or partnership will occur in
the future. Like Arrive AI, these companies are working to systematically build the operations and business cases necessary to deliver
the ALM customer experience and capture the projected cost savings of up to 5X for robots and 20X for drones, as highlighted in ARK Invest’s
Annual Innovation Report, Autonomous Logistics section. Our current strategy is to focus on automation pilots in critical and high-margin
medical logistics (our current pilots) before expanding into larger, lower-margin autonomous automation markets with similar strategic
partners. We believe this approach will maximize ROI and accelerate our speed to market.

| 39 |

Begin with a Beachhead

The order of growth for Arrive AI’s go-to-market
and ROI starts with a beachhead in medical operations and large assisted living communities. With other automation providers like MatterNet
and Aethon succeeding in