Mike McCormick's questions to Arrive AI Inc (ARAI) leadership • Q2 2025
Question
Mike McCormick of Water Tower Research inquired about Arrive AI's strategy for transitioning from its pilot-centric model to a scalable, profitable business, asking about key milestones and necessary partnerships. He also questioned the specifics of the platform-as-a-service (PaaS) model, including its pricing structure and revenue streams.
Answer
Mark Ham, Chief Operating Officer, outlined a five-year strategic plan starting with product design in year one and scaling to 100,000 units annually by year five. Ham detailed three planned revenue streams: a 'Network as a Service' monthly fee for the ArrivePoint network, a transactional 'Autonomous Last Mile Marketplace' to manage high-demand units, and an 'AI Platform' for logistics services, which is expected to eventually comprise 50% of revenue.