We look our Arrive Ai shareholders in the eye, lay out eight months of real progress, and bring in our tech lead to explain how a software-first platform becomes the backbone for autonomous delivery. The build is accelerating toward end-to-end demos, with major partners leaning in.

• eight-month milestones from hiring to HQ and NVIDIA Connect
• why the share price lags execution
• team depth across robotics, vision, data, and DevOps
• software-first architecture for an Arrive OS
• vendor selection with NXP, Qualcomm, AMD
• simulation, benchmarking, and cloud AI tooling
• vision for a distributed data center at the edge
• power, connectivity, and iterative hardware trade-offs
• converging workstreams toward end-to-end prototypes
• CES momentum and upcoming events in India, healthcare, and finance

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Hosted by Dan O'Toole

At Arrive Ai, we share real progress behind the glossy headlines: new hires, NVIDIA-powered engineering, and why asynchronous pickup is the missing layer for robots to deliver value. Hospital results, CES meetings, and a candid take on stock price show where execution meets trust.

• 2025 milestones since going public and scaling the team
• NVIDIA program access and on-prem compute to accelerate builds
• Open line to shareholders and grounded view on share price
• Vision and protected work in development with staged milestones
• Hiring Ian Geis to lead commercialization across pricing and rollout
• Autonomy partnership and Arrive Point as the last 50 percent
• Hancock Health KPI gains from time back to clinicians
• CES off-floor meetings with major partners and champions
• Clarifying the narrative beyond Mailbox 2.0 and audience taglines
• Hoodie raffle details and follow-through on community rewards

Submit your tagline ideas for Arrive Point; if we use yours, you’ll get a hoodie. When you send the tagline, include your hoodie size in case we pick you.

Hosted Dan'Otoole

We share how Arrive AI moves from vision to installations, highlight a smart city launch at Peachtree Corners, and welcome FedEx veteran Laurie Tucker to our board to tackle the high cost of last-mile logistics. We also clarify share splits, celebrate new partnerships, and preview plans for a NYC celebration.

• smart city installation at Curiosity Lab in Peachtree Corners
• 5G connectivity enabling secure, low-latency delivery hubs
• Laurie Tucker joins the board with 35 years at FedEx
• last-mile cost drivers and how secure pickup points help
• governance depth across USPS, telecom, robotics, and legal
• share splits explained and public market transition clarity
• pharmacy delivery use case with chain of custody
• revenue milestone with Hancock Regional Hospital
• investor resources across website, email, and socials
• NYC celebration targeted for July 3 with swag and a record attempt

We’re targeting July 3 for our NYC celebration. We’re going to have an epic party and tons of swag—watch our channels for the confirmed date and come celebrate with us.

Hosted by Dan O'Toole

We share breaking news: acceptance into NVIDIA’s Connect program and what it unlocks for our AI roadmap, delivery speed, and long-term vision. From team shoutouts to plans around NVIDIA Thor, we explain why this milestone matters and how it raises our bar.

• joining NVIDIA Connect and why it matters
• direct access to NVIDIA tools and experts
• faster development and lower costs
• team expertise with deep NVIDIA experience
• ambition toward NVIDIA Thor at scale
• credibility, partnerships, and potential co-development
• building our own AI stack, not white-label
• near-term deliverables and real-time updates

Stay tuned for updates

We share how the new HQ accelerates engineering, why transparency matters even pre-revenue, and how a double flywheel between robots, drones, and arrive points can unlock a universal last-yard standard. We also talk Russell index adds, institutional holders, capital discipline, and a 2026 NASDAQ bell.

• rapid move into new building and open house
• expanded hiring across AI, robotics, software, product, and sales
• why on-site teams speed prototypes and learning
• request for M&A ideas and warm sales introductions
• Russell 2000/3000 additions and 13F validation
• earnings calls for transparency during early deployments
• learning-first approach to short use cases and field data
• ecosystem strategy linking robots, drones, and arrive points
• market size, subscription model, and network effects
• patents and the push for a universal delivery standard
• capital structure focus and long-term investors
• 2026 NASDAQ closing bell event planning
• swag raffles tied to investor stories

“Just make sure you follow us on social media because that’s where all of that content will go on a more regular basis than here on the Dan Show”
“Lock in your space, but only do it if you know you can come”
“Share your story of why you invested in Arrive AI to be included in future raffles”

We celebrate joining the Russell 2000, share a first look at our new 30,000 sq ft HQ, and dig into early hospital results that free up clinician time. Dan previews an AI panel in New York and clarifies our flexible share buyback plan and why it matters.

• Russell 2000 induction and why it matters
• New headquarters move, layout and signage
• Team growth across engineering, AI and operations
• New York Maxim Conference and AI panel plans
• Hospital deployment results reducing errand time
• Media day and upcoming demos
• Share buyback authorization and rationale
• Timeline for phased HQ move and renovations
• Community updates and investor shoutouts

I’ll put the link to the GoFundMe in the caption
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We confront the share price head-on while laying out a five-year plan focused on scale, recurring revenue, and an autonomy platform rooted at the edge. The team is growing fast, investor interest is strong, and live installs prove the tech works in the wild.

• acknowledging market volatility and shareholder concerns
• celebrating the Nasdaq milestone and sustained optimism
• expanding the team across engineering, sales, and HR
• outlining the five-year plan and revenue mix
• setting targets for 100,000 units and 20x valuation
• explaining the rationale behind the share buyback
• framing the “submarine” build strategy for autonomy
• sharing takeaways from 30 meetings at the investor conference
• signaling a move to a larger headquarters
• highlighting the Hancock Health deployment and next steps
• inviting the community to follow daily updates on social

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We share the highs of our first earnings call as a public company, the boardroom energy that followed, and the hospital deployment proving autonomous handoffs can free clinicians to focus on care. The plan is bold: protect IP, scale to 100,000 units, and execute with rigor.

• first earnings call prep and key takeaways
• five-year roadmap to 10x company valuation
• patent strategy and recent heating and cooling win
• full C-suite participation and channel ownership
• investor relations support and lessons learned
• board expansion with FedEx, USPS and payer expertise
• Hancock Health deployment and route performance
• autonomy partner integration and first asynchronous handoff
• hiring momentum, HR lead and new VP of sales
• Nasdaq visit and planning for a closing bell
• stance on share price and forward-looking focus
• where to follow and how to listen back

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