The Dan Show
The Dan Show is a transparent conversation series led by Arrive AI CEO and Founder Dan O’Toole, focused on communicating directly with stakeholders about the company’s progress, the future of autonomous delivery, and the realities of building transformative technology.
Dan believes investors, partners, and the public deserve straightforward communication—not filtered corporate messaging. Through open discussions, he shares insights into innovation, entrepreneurship, logistics, AI, and the evolving infrastructure behind modern delivery systems, while also addressing the opportunities and challenges that come with building a new category of technology.
The series is moderated by Emmy Award–winning journalist Kylie Conway, who helps guide the conversation and bring clarity to complex topics.
The Dan Show offers a candid look at the ideas, decisions, and developments shaping the future of autonomous delivery while keeping stakeholders informed through direct, transparent dialogue.
The Dan Show
How To Access And Protect Your Arrive AI Shares Before Trading Day
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
We share a clear, step‑by‑step plan to access shares through Odyssey, prepare a brokerage for transfer, and get ready for trading day. We also reflect on the long path to listing, outline launch‑day plans, and explain how to mark shares to limit borrowing.
• Odyssey holding and email instructions
• Separate communications for StartEngine, WeFunder, PIG Me
• One‑for‑four reverse split and reference price
• How to update records directly with Odyssey
• Transfer flow from Odyssey to chosen broker
• Broker note to mark shares not available for borrow
• Community pride for First 3,000 and Pre‑Public 5,000
• Swag store and New York celebration plans
• Virtual war room, Zoom or Teams invites, possible Facebook Live
• Patience around approvals and market timing
• Investor Facebook group for support and updates
“Be checking your emails. If you don’t see one by tomorrow, then reach out to Odyssey.”
Quick Update And Why Timing Matters
SPEAKER_00Hi everyone. Another big day around the office here. Of course, recognize this guy, Dan O'Toole. I'm Kylie Conway. And we are got a lot to talk about today.
SPEAKER_01Yeah, we want to come back with a quick update. We always want to give more over air on over communicating rather than under. Not always the best thing, but I can't get it through my head, right?
SPEAKER_00Yeah, but it is important. And especially right now, it's a it's day by day. We don't know when we're actually going to get the official word, but it could be any moment. So we're operating as if it could happen today. So there's a lot happening to get all of those ducks in a row.
How Share Allocation And Emails Work
SPEAKER_00But we are getting a lot of questions regarding how do you get your shares? How do you um see them? What do you do with them once Odyssey? This is the transfer agent, um, releases the shares. And so we have some instructions that we can give, but the big announcement is that um you kind of need to wait for the official announcement.
SPEAKER_01Well, no. Here's where we are. You know, um, we just want to make sure that everybody is ready to go, and that's gonna be incumbent upon you. So what we're doing is we our transfer agent is called Odyssey. They're hold holding housing all the shares, um, and those shares will be allocated out to people that own those shares. So what we've done is we've um commissioned them to send an email to every one of our shareholders, which should be coming uh very soon. It could be today. It may have already happened.
SPEAKER_00Our CFO actually says it is going out today, so you might already have it.
SPEAKER_01Perfect.
Reverse Split And Reference Price Explained
SPEAKER_01So when you when you get that letter, um the shares aren't ready to transfer just yet because we haven't been approved yet. We're trying to gear up so that when we are approved, we can move very fast. What we don't want to do is have the specter of us like holding their shares back or anything like that. Yeah, we've seen that happen with other companies, and and we don't want to be those guys. So uh we hope you're not gonna sell, but if if you need to, you're gonna be ready to go. Yeah, it's gonna be up to you though, because um when Odyssey reaches out, there's gonna be some things you need to do. You probably have to monitor uh on a regular basis to when those shares are uh released for transfer. So and that's why I want to arm you with all the information right now.
SPEAKER_00And one thing to keep in mind is if you are one of the investors who invested in multiple different crowdfunding, so think Start Engine WeFunder and or PIG Me, you're going to get separate communications for each investment that you made.
SPEAKER_01Right. And also don't forget the shares did a one for four reverse split. So if you had 100 shares, that rep is now represented by 25 shares. Uh, you know, just to reiterate, the shares were 325 each. We consolidated four shares to one. So one uh four shares at 325 each equals one share at 13 bucks. And that's what's called our reference price. And that we need to be above a certain dollar threshold to go public on the Nasdaq to be able to trade. So that's why we did that. We did that December 1st, I think was the date. So most of you, I'm sure, know about that, but there's always somebody that doesn't know, so we want to catch
Updating Records And Contacting Odyssey
SPEAKER_01you up on that.
SPEAKER_00So and if you need to change any of your personal records, say your email might have changed in between investing or since you've invested, we cannot update your records. You have to update those through Odyssey. We have the contact information for Odyssey on our website. I will post it in the link of this video description, and I'll also, it'll be on your screen here. So um, that's the phone number, email, all of that. Contact Odyssey. They'll get you the answers that you need and they'll be able to update your records.
SPEAKER_01Perfect. Can you recite that back to us right now, please? Uh what else we have?
SPEAKER_00Um, well, we uh I think you want to celebrate the first 3,000, the first 5,000, just kind of reiterate that.
SPEAKER_01Yeah, anybody that's with us right now, you guys are all the pre-public 5,000. But but in that group, we also have our first 3,000. We have a lot of pride, and we know you do too, around both of those. So, you know, um, we want to celebrate that. Um when we go to New York, you know, we're thinking of some shirts that have first 3,000 and pre-public 5,000
Celebrating First 3,000 And Pre‑Public 5,000
SPEAKER_01on them. If you're not in that first 3,000, but you're still pre-public 5,000, you'll have some shirt that says, you know, denotes that, and that'll be a big pride point when we go out there. So we're excited about that. And we're doing a swag store.
SPEAKER_00Yeah, we're getting ready to get a swag store up. It should be, it's probably gonna take a couple weeks, but we plan on having uh custom um designs for the first 3,000, the first 5,000, and then just um arrive AI gear for just general all-purpose reasons.
SPEAKER_01Yeah, I wore my bright green uh arrive AI for this today. So this is fun. Uh um what else we got going on?
SPEAKER_00You also um want people
Swag Store And Community Pride
SPEAKER_00to mark their shares a
Preventing Share Borrow: Broker Instructions
SPEAKER_00certain way. So once you do, yeah, through Odyssey and um Odyssey does release your shares, there's a little process, and Dan has a request.
SPEAKER_01Yeah, absolutely. Um there's a what what do I want to say about this? Uh we don't want people using our shares against us to try to drive the price of the of the company down. And and what happens, people sell shares short. And the way you say that three times fast.
SPEAKER_00Can you get sell shares short?
SPEAKER_01Okay, that's what's uh when and the way they do that is they'll call a broker and say, hey, I want to borrow 10,000 shares, and they'll borrow somebody's shares that don't have a restriction on them, and they'll sell those shares. So they sell them at $50 and drive the price down to $10. And then they rebuy at $10 and they capture that $40 delta where they sold somebody else's shares yours at the $50 and then rebought your shares and get back to you at $10. So not that that's gonna happen, but um let's let's try to, you know, our we want this thing to be popping. We want to go straight up, we don't want to go down, um, and we want to do everything we can to account for that. So um this is something we can do. I'm marking my shares that way. I'm a uh super majority holder, so a lot of shares will not be available for borrowing like that, but we just want everybody to the extent your broker broker will work with you like that, so I think it's just a good thing for us to do.
SPEAKER_00So if somebody's talking to their broker, what specifically would they need to say to their broker to do this?
SPEAKER_01Just say when you're transferring your shares, um, not from Odyssey because they can't, uh they don't have any uh way to handle that, but whomever the brokerage company that you're dealing with, Schwab or whomever, uh just when those shares are going into your account, just say I want to mark those as uh not available for borrow or or loan. And if you can do that, I don't know if everybody plays ball like that, but to the extent that they will, you know, we'd appreciate that. That's for the good of all of us. Uh we that's in everyone's interest uh that has shares.
SPEAKER_00And I think it deserves an explanation um because it is complicated and I can understand some confusion. So
Transfer Flow: Odyssey To Your Broker
SPEAKER_00Odyssey is Odyssey holds all of the shares. So that is the transfer agent. So they've taken them from the crowdfunding and they're holding them. And then once they release them, you will need to designate your own personal broker, and then Odyssey can transfer the shares into your brokerage account. And that's when you will have control over your shares.
SPEAKER_01Right.
SPEAKER_00So how do you select a broker? That's up to you.
SPEAKER_01Right, right. Yep. Pick a good broker, uh, somebody that wins versus loses, right?
SPEAKER_00Right. That's the important part. But the thing is, is that we from here on out, we cannot control any of this process.
SPEAKER_01Yep.
SPEAKER_00Yep, you're gonna be on your and we're still gonna be with you, but yeah, we can help you along the way and direct you, but there's there's nothing we can change up.
SPEAKER_01And on our website, on our investor organizations page, we do have Odyssey's contact info. Uh they they're well aware of each of you. Uh, you guys are all on our cap table. Um, I would say also if you want to update your information uh to us somehow, as maybe um investor relations at arriveai.
SPEAKER_00It's we can't update it with an Odyssey though. Okay so if you want to update that.
SPEAKER_01We we like to have everyone's current information just for for reach outreach that we may do from time to time, right? I know.
SPEAKER_00Yeah, and you can go on our website and fill out the new contact forms in that world.
SPEAKER_01Phone number, email, you know, whatever you want to give us. Uh we're not selling your info or anything, but it we it's good for us to have it. You know, we're the we the people story, right? You're all part of this big community and we want to keep track of you that way,
Patience, Market Dynamics, And Nearing Approval
SPEAKER_01right?
SPEAKER_00Yeah, and the we the people story, it's kind of how this all started, and it's been a process from you know, 2014 is when you first had the idea. 11 years later, here we are. Yeah, long 11 years. Yeah, we you know, you made it though. Oh, not that we're incredible.
SPEAKER_01We're we're getting really, really close. So we've made it, we haven't made it, but we're getting to where we're gonna make it.
SPEAKER_00And you've been reflecting a little bit.
SPEAKER_01Yeah, absolutely. No, it's been a it's been a heck of a journey. I just yeah, thanks for bringing that up. It's a good segue. You know, um, I know everybody's giddy and wants to go yesterday, just like we do. I I just want to say nobody, I know, I know some of you guys out there will really want to get there really hard and fast with us, but nobody wants to do this more than I do. And uh everything that you guys think and say and feel times a hundred right here, I'm dealing with it every day. I'm your biggest advocate because I'm advocating for myself and my family too. Uh, we all want the same thing. We all want to get liquidity, we need the capital to really execute on our business plan and do all the big things that we're planning to do. But um, you know, we're not we're just controlling one piece of the puzzle. And I can tell you when things come in our court, we turn them around quickly, professionally, uh extinguishing um the whatever the question is immediately and thoroughly. But you know, there's a lot of other moving parts here, and that's where the frustration comes in, frankly. You know, this on again, off again, you know, is it gonna be today? Is it gonna be tomorrow? We're feeling all that with you, and it's it it kind of wears you out, I gotta say. Yeah, you know, I'm feeling it. Uh, but we're getting close. It's gonna be a big day when it does get here, and we're gonna appreciate it all that much more, I think. But but in the reflection, um, I just want to say, you know, there's been a lot of things that have happened.
Launch Day Plans: War Room And Live Streams
SPEAKER_01You know, we've had uh uh term sheets from NASDAQ company, we had the Bruce deal, we had a company called Pepper Lime, we had an LOI from a company called Alpine 4 NASDAQ Company. There's been a lot of behind-the-scenes dealings, a lot of you know on in front of the scenes dealings that we've been working on. And you know, we believed each one of those things was gonna uh culminate in it, and for one reason or another it didn't. You know, I think everything's happens the way it's supposed to. And at the end of the day, I I think we're uh we're really fortunate that everything worked out this way. You know, I've always believed that when it was our moment to go public, uh no matter how bad or turbulent the market conditions were, uh the the clouds would part, this big bright sun would shine on us, and that was gonna be our moment. And I think that that's really happening. It would be a miracle if we um went public and the day we started trading, uh say the Chinese tariff thing got resolved and the whole market surged, and that that you know, that might be a big day for us. So anyway, there's a there's a lot of dynamics. These are things we're thinking about every day. I just want you guys to be in the fold on that.
SPEAKER_00Yeah, and you know, when that day comes, which we're hoping is very soon, maybe as early as mid next week or so, we are gonna plan a big party. Yes, we are, and we would like you to be a part of it.
SPEAKER_01That's right. We're gonna have a war room set up here when we do start trading. Uh, we're gonna send a and this is why it's important to have your contact info. We're gonna send the uh Zoom or a team's invite. Uh, and we're gonna have a uh big screen in in our war room. We we'll have an on-site uh shindig going here, but uh we know a lot of you are not here, and uh so we'd love to still have you be a part of that moment. So we want you to beam in and say hi, introduce yourselves, virtual high five, right? Yeah, uh, you know, watch CNBC, let's see the ARAI ticker go across, right? Let's let's all buy a bunch of shares and have it be the most active stock that day. Wouldn't that be great?
SPEAKER_00Yeah, so I think we might do a Facebook Live. What do you think? Yeah, that might be just stream it on Facebook.
SPEAKER_01That's good. Well, this is uh evolving, right?
SPEAKER_00It's a work in progress, but we we're we are planning. It's um we just need the day.
What To Expect In Your Odyssey Portal
SPEAKER_01We do need the day, and and you know, when that day does come, you know the romantic image I always had was uh we ring the opening bell, that's our first day we're trading, and it's all orchestrated. This has been such a long process for all of us. We're gonna forego ringing the bell that day because there is you know it's a it's a process to get in line for that. And I really don't want to um defer this any longer. I want to trade immediately. That's why we're getting you your Odyssey stuff immediately. Uh, you guys will be ready to go. Um, and uh we will too we'll start trading. We'll let you know as quickly the minute we know, we'll be out there.
SPEAKER_00Yeah, so be checking your emails. Um if you don't see one by tomorrow, then reach out to Odyssey. And uh if you do find it today, then it'll have all the instructions on what you need to do. It's a step-by-step of how to create the login, how to um transfer everything to your broker, all the good stuff.
SPEAKER_01Just remember nothing can be transferred just yet.
Vision, Scalability, And Investor Choices
SPEAKER_01So I'll have to have that final uh clearance from SEC and NASDAQ, which which hopefully will be soon. Um and something else people always like, hey, what's our stock gonna do? Is it gonna go up 10 times, 100 times, 1,000, whatever? You know, of course I want it to go up and never look back. That's the goal. I do believe we have a uh a very unique opportunity. The scalability uh and the sheer size of the market that we're um building, it's a brand new market, is like none other out there. And that gives us a unique opportunity to be, you know, I'm thinking the next Google, uh, you know, something really big and uh you know uh generational, but that's not a guarantee. You know, that's my hope and aspiration, and that's why I've put everything I can into this business. And I and I think that's where we're going. But um, you know, you guys all need to do what you think is right. Um, like I said earlier, I hope you'll hold your shares. I hope you'll buy more. If you have to sell and leave us, we'll never forget you. Um, but we'd really love you to be a part of it.
SPEAKER_00I always think when you're when you say we'll never forget you, I always am worried you're gonna say we'll never forgive you.
SPEAKER_01We'll forgive you.
SPEAKER_00We will forgive you. Yeah, we're not gonna even blame you.
SPEAKER_01No blame, just love, right? Yeah, we couldn't have been here. We could not have been here without every one of you. I don't care if it's uh a dollar or a million, whatever it was. Everybody contributed, it was the same significance to each of you. Uh, and we don't diminish any of that. We love all that. At some point, one dollar was the difference, and it really was as we got to the end here. So um people came up big, so much loyalty. Uh, you know, we we just don't ever want to forgive, forgive. We don't want to ever forget that. Didn't mean to touch you, sorry. Uh, but anyway, that I think what is there anything else we want to hit real quick here?
SPEAKER_00I think that's good. I think that's really the information from Odyssey and to kind of clear the air there. Um, but expect those communications and get excited. And we're so close.
SPEAKER_01Yeah, and you'll know you'll you should know when I think we'll get it out there in a huge way once we really know. We just want to show activity and let you guys know we haven't forgotten about you and gone quiet.
Gratitude And Community Support
SPEAKER_01One other thing I do want to throw out some of our investors started a chat on Facebook, right?
SPEAKER_00Uh yep.
SPEAKER_01Arrive AI will have an IPO day. It was started maybe a year or two ago. I mean, it's it's got a fair amount of investors in it. You guys want to check that out and join that? We don't administrate that uh or have anything to do with it, but I know it's it's kind of a robust place, and I do uh check it out every once in a while.
SPEAKER_00Some helpful info there.
SPEAKER_01Some good info and a lot of support uh most of the time, right?
SPEAKER_00Yeah, most of the time.
SPEAKER_01But hey, you know what? That's what it is. We don't want to uh limit free speech, right? Uh if you have something to say, you know, good, bad, or ugly, we want to hear it, address it. And uh hopefully it's all good, right? Of course. Okay, everybody, thanks again. Yeah, let's go. All right, let's do it. We'll see you there. See you in New York. Come on out. Bye.
unknownBye.