Company: ARAI
Filing Date: 2025-01-27
Form Type: S-1/A
Source: 0001493152-25-003660
Chunk: 90

Company: Arrive AI Inc.
Filing Date: 2025-01-27
Form: S-1/A
Chunk 90
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 (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 business forecast models and have not yet been tested in the market.

The following data points support Arrive AI’s large market potential. These figures are based on management’s projections as of December 2023 and may not reflect the actual revenue potential upon the commencement of the Company’s business operations. Management’s projections are based on assumptions including anticipated growth trends in automation and delivery technology, current market reports, and the evolving regulatory landscape. However, these projections are subject to limitations, including potential delays in technology development, market adoption, and unforeseen regulatory or competitive challenges.

| 1. | According                                                                                        
 to a report by Grand View Research, the U.S. healthcare robotics market size was valued at       
 $2.6 billion in 2020 and is expected to grow at a compound annual growth rate (“CAGR”)           
 of 27.2% from 2021 to 2028. Hospital delivery is one of the potential applications