The Dan Show

Inside Arrive: From CES Buzz To Hospital Wins

• Dan O'Toole • Season 1 • Episode 18

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0:00 | 20:23

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

Cold Open And Banter

SPEAKER_00

Hi everybody. Welcome to another Dan Show. Who are you?

SPEAKER_01

I don't who am I?

SPEAKER_00

Dan O'Toole.

SPEAKER_01

Is this the Kylie show?

SPEAKER_00

It should be rebranded. We can take a poll. I mean, what do you guys think?

SPEAKER_01

Did you guys see the Mark show yesterday?

SPEAKER_00

Oh, it was awesome. So Mark Ham, our COO, he was he's out at CES in Vegas, which we're gonna talk about.

SPEAKER_01

How did I not get to go to Vegas? I can't believe you are.

SPEAKER_00

I mean, aren't you like the modern-day Elvis? I love Vegas.

SPEAKER_01

I can't believe I didn't go.

SPEAKER_00

Yeah.

SPEAKER_01

We're missing out. I think the company personally is taking a little bit of a loss by me not being there.

SPEAKER_00

Probably.

SPEAKER_01

Right.

SPEAKER_00

The things that the team is sending back though, uh, please follow our socials because they're sending us videos of all these robotics and cool.

SPEAKER_01

I just want to say this. I don't think the ratings on the Mark show are as high as the Dan show.

SPEAKER_00

Do you see how I'm trying to move us along and we keep getting pulled back?

SPEAKER_01

I gotta give Mark a hard time. Yeah. Because he kind of gave me a hard time.

SPEAKER_00

You should watch that video though. It was really great. He's talking about all the expectations for the show. Yeah. Great. You good?

SPEAKER_01

I'm

New Year Jokes And Warm-Up

SPEAKER_01

good. Let's go.

SPEAKER_00

Happy New Year, everyone.

SPEAKER_01

Happy New Year. It's what yay is it?

SPEAKER_00

It is today is Wednesday, anyway. We're not saying what's the day. Thursday. I'm good.

unknown

Oh my gosh.

SPEAKER_01

I gotcha.

SPEAKER_00

It is Thursday.

SPEAKER_01

That's right. Every day. Hey, what are the strongest days of the week? Do you know?

SPEAKER_00

Strongest days.

SPEAKER_01

The ones that lift the Saturday and Sunday.

SPEAKER_00

Oh.

SPEAKER_01

Why?

SPEAKER_00

I don't know.

SPEAKER_01

All the other days are weekdays.

SPEAKER_00

Week. I was looking for strike. Or week on the day.

SPEAKER_01

Yeah, it's week. Yeah, it is week. Okay. All right. Sorry, guys. That's it. See you next year.

SPEAKER_00

But really happy

2025 Milestones And Growth

SPEAKER_00

new year. We do want to talk about. We um issued a press release this week, kind of just talking and going through all of our 2025 milestones because we don't want to lose sight of where what we've accomplished. We've done so much so far.

SPEAKER_01

You know, don't look at the share price when you think about that, which is I'm always on that, right? But you know, if you think about just in the context of the last what, eight months since we went public, um, you know, going public, $40 million capitalization, uh, hiring 40 plus new people, moving to a new headquarters.

SPEAKER_00

Yep. Um we've had conversations with yeah, we applied and we're entered into the NVIDIA Connect program, which has been huge for our engineers. Um just they are developing things then a fraction of the time.

SPEAKER_01

We have some of the biggest computing power soon here at our headquarters in the whole state of NVIDIA.

SPEAKER_00

I didn't know if you want to talk about that yet.

SPEAKER_01

Well, yeah, you know, let's talk about it. Yeah, why not?

SPEAKER_00

So we are um we are bringing on um big NVIDIA workstations.

SPEAKER_01

It's amazing,

NVIDIA Partnership And Compute Plans

SPEAKER_01

right? It's expensive.

SPEAKER_00

It is expensive. Um you're even looking at ways.

SPEAKER_01

Yeah, we might be able to monetize that in a big way, right? There's all kinds of opportunities. We'll keep you guys posted on that. We always want to, you know, make squeeze every dime out of everything, make the most of it. But um, it's exciting. Uh, you know, and I mentioned the share price a little bit ago. First of all, I want to say, you know, I I put my number out there to the world, right? And I just am so what number? My my cell phone number, right?

SPEAKER_00

Oh, your phone number, gotcha.

SPEAKER_01

You know, and I love hearing from our shareholders. And I just I when I tell people I do that, everyone thinks, oh, you're crazy, you know, you put your number out, don't do it or whatever. Some people. Um, but I want to I just want to say how uh people, how thoughtful every one of you guys are about, you know, when you call, when somebody calls me, there's always a great rationale, and I and I value and appreciate that, you know, um, great suggestions,

Shareholder Access And Stock Reality

SPEAKER_01

comments, critiques, you know, if you want if you have a question, I love that. Uh I want to I want to be um approachable, uh accessible, right? All those things. Um, and uh, you know, people don't, not that I would care, but people don't call just to rap with you, you know. It's not somebody calling saying, hey, what's going on?

SPEAKER_00

But you still answer it knowing that.

SPEAKER_01

I yeah, I answer it. I'm uh but you know, and then to the to that point, you know, the share price is way down. We all know it, can't hide from it. But no, no, I haven't had like a bunch of people pulling me up saying, hey, what the heck are you? You know, of course there's a few people here and there, right? On some of these bulletin boards. I don't even engage on this. But um, I'm just the support, I get messages every day, people saying, hey, look, I just bought more shares or whatever, you know, the defend the way you guys are defending the stock, you know, we're all owners, you know, nobody wants to see the stock up more than me and the team, right? Uh, you know, I I own a super majority of this company. We are doing everything we can. And one day it's gonna click. I don't know if it's gonna be tomorrow, next year, whatever, you don't know. But we are laying the groundwork for this to be the biggest company in the world or one of them. And that's when I come to work every day, that's that's the vision and that that's the North Star that we're guiding toward.

SPEAKER_00

Um, I think that right now is a perfect opportunity for me to add that there is so much happening behind the scenes that we can't tell people about. True. It is killing me on a daily basis because it's all it's all ideations and it is protected ideations that we have to hold on to and have to protect. And um, but without being able to say any more details, you just said it without saying it. So much happening that is so super cool. And when the day comes to unveil the finished product, it's gonna be spectacular.

SPEAKER_01

Can't wait till that day comes. Yes, and all those days, there's a lot of those days, yes, right.

SPEAKER_00

And there will be milestones along the way, and we're gonna keep it, we're gonna keep announcing those. Um, but just know that there's so much happening. That's why we've hired this just wave of people, brilliant minds.

Vision, Secrecy, And Roadmap

SPEAKER_01

Let's talk about Ian Geis.

SPEAKER_00

Oh, yeah, there's another one coming on board. You certainly know him the best. You've met him, you had multiple run-ins and encounters, it was kind of serendipitous how you're gonna be.

SPEAKER_01

Yeah, I'm a big believer in things happen for a reason, right? That's how this whole company came about. You know, got the idea from God, and here we are. But uh this Ian Geis, a new employee coming on later in the month, kept coming across my path, and I was like, there's a reason here, and I don't know what it is. And the guy turns out he's got just amazing experience, um, helped uh direct TV in their early days, uh, you know, XM, Sirius Radio, uh, other RCA, other companies, consumer electronics.

SPEAKER_00

I remember how cool it was when I first got serious in my last vehicle. I was like, this is amazing.

SPEAKER_01

It's amazing, isn't it? No commercials until they had them. But anyway, but anyway, so you know, I like to look at things as a money ball approach. You know, if if you have Peyton Manning as your quarterback and John Elway's available as the next pick, you probably grab

Hiring Ian Geis And Commercialization

SPEAKER_01

John Elway versus some other guy out there. So, you know, Ian has all this leadership with these major companies. He's right here in our backyard and it was available. Uh it was just amazing how he came across our path. And so we had to explore it. And uh just giving you a little behind the scenes inside baseball here, had him come in, meet with me and me a couple of times, and I said to him, I said, Hey Ian, I really don't know where to put you. I said, What I propose is tour this whole company internally. I want you to come work here for a week on your dime. And then at the end of that week, I want you to tell me where you belong. And I've he's said, I've never done that before. I said, Neither have I. Let's try it. He did it. Uh, and we came um to uh an idea that uh he's gonna be head of commercialization, uh, and that's gonna touch on a lot of the different areas of in you know inside what we're doing here, uh, from pricing strategies to branding, market rollout, all these kind of things. So it's exciting to have that kind of experience and depth knowledge from a startup from proven companies that have made it out there where he had a big leadership role. So can't wait to get him in.

SPEAKER_00

Just to be clear, he didn't work for free, right? He was just coming and being like a guest for a few minutes. Right, right.

SPEAKER_01

Yeah, thank you. Thanks for clarifying that. Yeah, he was just taking out no 1099 required.

SPEAKER_00

No, he was just uh volunteering to spend time with us.

SPEAKER_01

But he didn't get injured. Right, yeah, exactly.

SPEAKER_00

Um, but we are excited to have it.

SPEAKER_01

Thanks for bringing that up. What what else? Hey, the Big Biz Show later today.

SPEAKER_00

Yes, so Dan already had one round with the Big Biz Show.

SPEAKER_01

I hope you guys saw that Sully.

SPEAKER_00

It was great, such a good podcast.

SPEAKER_01

If you watch it again, though, watch it with this in mind.

SPEAKER_00

Yes, watch it with this in mind because I used some editing skills from what I published on ours to save you this um, but but you you you should we should almost put it up. Well, now we're gonna tell the story.

SPEAKER_01

So Can we put it up without the save?

SPEAKER_00

I so let me start from my perspective. So I'm watching it.

SPEAKER_01

You're not allowed to have a perspective.

SPEAKER_00

And I'm like, oh my gosh, Dan called him what his name I was like, wait, that's not his name. His name, I knew his name was Foley,

Big Biz Show Name Flub Story

SPEAKER_00

and so I looked back, I'm like, oh my gosh, Dan called him the wrong name.

SPEAKER_01

And I had already realized this, so she didn't have that I gotcha moment. You were trying to get me.

SPEAKER_00

No, I was trying to save Dan.

SPEAKER_01

I know you saved me a bit there, but you were gonna give me some personal crap about it. But anyway, so then tell yourself so so I was getting ready to go on this show, which is a great show. Shout out to my man Curtis. Just kidding. He called him Curtis. So what happened was when I was getting ready to go, I was in the green room. Uh, and the the and Curtis comes in and he goes, Hey, it's Curtis. I'm gonna be on with you in a couple minutes. I'll be ready. Yeah, the producer unbenounced to me. He's like, Hey, I'm gonna see you again in a couple minutes, right? So the the thing starts out and comes out, and it's not Curtis, it's Sully.

SPEAKER_00

But But you can't, so this is virtual, so Dan can't see the person talking to him.

SPEAKER_01

I couldn't see him, I could see him. I couldn't see him. I'm not gonna hide behind that. I saw I saw Curtis right there.

unknown

Okay.

SPEAKER_01

So I I said, Hey Curtis, hey Mary. And it wasn't Curtis, but he didn't miss a beat. He kept going. That was Sully.

SPEAKER_00

No, he didn't, but Mary laughed.

SPEAKER_01

Mary was laughing. So if you watch this, what we're gonna do is let's put it up unedited. Thanks for the save. I appreciate that. Okay. But put it up.

SPEAKER_00

We can put it up on this dance show, maybe.

SPEAKER_01

Yeah, we'll put it up on the dance show. There you go. So you'll see it. I call him Curtis. He's not Curtis. Mary starts laughing because she realizes I didn't know at that point. But then I realized it later. So anyway, but they they didn't mind because they called me, they want me back on the show later on. That was fun.

SPEAKER_00

It was fun.

SPEAKER_01

So it's gonna be great. So I'll be back on the so watch them both back to back. You don't want to watch the second one first. It's like the sequel to Top Gun. You wouldn't want to you want to watch the first one first. It's that big.

SPEAKER_00

Yeah, when we post this next the next one, then we'll post the the first one too with it in case you missed it. So they'll both

Autonomy Robots And Arrive Point

SPEAKER_00

be there.

SPEAKER_01

Hey, something else before you cut in, Autonomy. Do you know who autonomy is?

SPEAKER_00

I do. So we've been working with Autonomy for quite some time. They are the company that's partnered with us for the installation of Hancock Health. Um they provide the ground robots. Yes. Um, they've been wonderful. They've sent people here from India um weeks on end to make sure the integrations are fluid and to really create solutions.

SPEAKER_01

Hey, they're the arrive of robots. That's they've got the candy attitude, they make things happen, right? Stand behind it.

SPEAKER_00

I think one of the cool things that we're starting to find out is when we talk to um autonomous um companies, people making autonomous drones and you know, drones and robots and whatnot, is that these companies are realizing the need for arrive AI.

SPEAKER_01

And that's exactly what that's where I'm going with this. So our you know, autonomy has had a bunch of deployments, right? They're out there.

SPEAKER_00

They're already in many hospitals.

SPEAKER_01

Yeah, and that's great. You know, a robot is great, right? But what is even better than an autonomy robot with an arrive point? When you add the notion of asynchronous delivery and pickup where everything can happen on its own cadence, you're unlocking the true value. The last 50% is what we call it of the autonomous delivery paradigm. So, right now, um, if you're meeting a Starship robot at Purdue University with your Starbucks, two things have to happen. You have to be there to meet the robot, and the robot has to be there to meet you. In either case, somebody's waiting, right? With an arrive point, the Starship robot, not in this case, because they're not adapted with us yet. Hopefully they will be. They'll roll up, drop off the Starbucks, they can go on to their next delivery, and then you come up at your leisure. We got it warm for you, ready to go, right? So, but my point is autonomy is starting to introduce all their presentations with the arrive point, and it's blowing up. What it's it's synergistic beyond belief. Uh you're it's a whole new paradigm that people never had access to or envision about, and now this is all being introduced to the market, and it it's exciting for all of us, right?

SPEAKER_00

Yeah,

Hancock Health KPI Improvements

SPEAKER_00

it's almost like since robots delivering items is becoming less futuristic and more modern times every day. Introducing the arrive point through something that's becoming more common is now a light bulb moment. Like so now Arrive AI is the next robot, right?

SPEAKER_01

That's what we're in Hancock. We we just had a meeting a couple weeks ago there, and one of the big things that they came out with was for the first time, I don't know ever, but in a long time, they're getting they've got fit over 50% of their uh workers in in the areas where they're supposed to be instead of right?

SPEAKER_00

Yeah, um Matt is gonna get me the exact um stat from that, but it's wonderful. So it's they saw they have a um all companies have certain numbers that they're trying to achieve, right? They're trying to achieve certain levels of efficiency and um ROI, ROI, all that. And one of them in a hospital, of course, is they want their healthcare workers to spend as much time with the patients. Sure, I'm sure.

SPEAKER_01

Think of how many times you ring that call button, right? And nobody ever comes.

SPEAKER_00

It's yeah, and so finally they had seen in the meeting, they're like, oh, we achieved this. This it's called a KPI. We've achieved these numbers that we were trying to get. How did this happen? And they traced it back to the use of our arrival point system.

SPEAKER_01

Isn't that amazing? And so it's being validated. People are seeing this every day. We've got tons of opportunities. Um, couldn't be more excited.

SPEAKER_00

Yeah, so let's go back to CES.

CES Meetings And Partnerships

SPEAKER_00

Um, lots of good meetings are happening there. Our team of five. Um, we've got Rima Salve, she is our lead product engineer. We've got Rick Thomas and um Sung Kim, who are product managers. We've got uh Jay Lint, who is the head of our supply chain management, and then Mark Ham, who's our chief operating officer, all out there.

SPEAKER_01

Can you flash those pictures of those people?

SPEAKER_00

Yes, we can have them all. They're all on our socials too. Awesome, awesome. Please follow, they're all over. But yes, we will do that.

SPEAKER_01

Right.

SPEAKER_00

Um high level, big time meetings, some 25 plus.

SPEAKER_01

I think we're at 29 right now. Okay. 29 meetings. And the cool thing is every single one is off the floor. If you know anything about going to shows, no deals ever get done on the floor. Half the time, those booths are manned by outside contractors. These are where the deals get done in the suites. Uh, we're talking about the biggest companies in the world. Shout out to Mike Fitz with T-Mobile. Mike, uh, one huge guy at T Mobile, you know, a multi-hundred billion dollar market cap company.

SPEAKER_00

He's a huge champion.

SPEAKER_01

Great investor in Arrive, one of our very earliest investors.

SPEAKER_00

He was at the bell ringing.

SPEAKER_01

He was at our bell ringing. Thank you, Mike. Uh Mike set up two great meetings, head of the engineering and the head of IoT, or one of the top leads for IoT with Team Mobile. Uh, and uh he he made that happen for us. And so those are really great meetings. Um, and can't wait to uh debrief on all these great things and see what happens. Right.

SPEAKER_00

Yeah. So um Dan and I always enter these Dan shows, um, brainstorming of you know big ideas to talk about. And there's always a slight concern that we're gonna run out of things to talk about.

SPEAKER_01

True.

SPEAKER_00

Never do.

SPEAKER_01

Well, some of the things we can't even talk about, and then you always do it anyway.

SPEAKER_00

Oh, whatever.

SPEAKER_01

Okay. You weren't gonna say something, you did.

SPEAKER_00

Any oh yeah. I got it. It's me.

SPEAKER_01

Um what are you gonna are you gonna talk about the mailbox?

SPEAKER_00

Oh, we can talk about that. Let's talk about the machine. We're at 15, we're at 16 minutes

Mailbox 2.0 Narrative And Taglines

SPEAKER_00

right now. Let's hurry up, let's get this going. But this is really cool. So, as kind of a last call to action for all of our viewers, is we want to, we're not a mailbox. We're so much more than a mailbox. But for people to really grasp the concept of what we do, the easiest way to get people to visualize it is by saying Mailbox 2.0.

SPEAKER_01

And so, but we're always struggling. We don't want to diminish our value in right because the mailbox is obsolete, right?

SPEAKER_00

Yeah, and we don't want to be associated with a what I like to call a not smart locker.

SPEAKER_01

That's right, that's right. Thank you. Um you didn't go the other way.

SPEAKER_00

Right.

SPEAKER_01

You could have, but that's good. So yeah, so uh we're trying to come up with the right narrative. If anybody has any suggestions, some of the things were the Jetsons had it right, you know, robots and autonomous delivery are the way of the future. You know, I I kept find myself, even though I don't like to, I always say mailbox 2.0 because it's it's an immediate, nobody people know what that is. And then I go into a little dissertation there.

SPEAKER_00

I like so much more than a mailbox.

SPEAKER_01

I came up with more than a mailbox? We're not a mailbox, but oh yeah, we're all we have a mailbox, or something like that.

SPEAKER_00

We're not a mailbox, but we take your mail. Yeah, we're not a mailbox, but we'll take your mail.

SPEAKER_01

Anyway, something like that. What was the other thing? Obsolete the mailbox is mailing.

SPEAKER_00

The mailbox is obsolete. Uh making the mailbox obsolete.

SPEAKER_01

I don't like making the mailbox obsolete because I've it is obsolete, right?

SPEAKER_00

But you can't still used, but it's obsolete.

SPEAKER_01

You look at it, you're like old, right? 1800s, right?

SPEAKER_00

So submit your taglines. What would you how would you, when you talk to your fellow um friends or whomever you're speaking to, and you introduce them?

SPEAKER_01

It's gotta be a short though.

SPEAKER_00

What do you tell them? Yeah, what's the first thing you say when they're like, oh, makes sense.

SPEAKER_01

That gotcha moment.

SPEAKER_00

Got it.

SPEAKER_01

Can we give swag? Because we never give swag. Can we at least give something?

SPEAKER_00

You know from your lips to God's ears.

SPEAKER_01

Did we just give some?

SPEAKER_00

Um no, we can though.

SPEAKER_01

Because we Ivan just said it a couple the last show, I think, right, Donna? This is the follow-up that you get here at Arrive, guys.

SPEAKER_00

No, I said we need to wait.

SPEAKER_01

But why why do we have some hoodies we could get away with?

SPEAKER_00

We we do now.

SPEAKER_01

Okay, let's let's do that. How do we do that? I mean, if we pick a

Hoodie Raffle And Closing

SPEAKER_01

if we if we pick a winner, but what about the people that entered the gave us their story of why they invested in a rive? Remember that?

SPEAKER_00

Oh yeah, we can do another raffle now that we have.

SPEAKER_01

Yeah, good. We got the raffle thing. Okay, let's do it.

SPEAKER_00

Okay. We will I will pick a date and then we will post about that date and we will do a raffle. Because we love you.

SPEAKER_01

Okay, well, I I hope we're gonna really do that. Let's follow through.

SPEAKER_00

I know I should show the slides right over there. We should have if I knew this was gonna be happening, I would have shown you what it looks like.

SPEAKER_01

Okay, okay. I think that's enough, right?

SPEAKER_00

Yeah, we're at almost 20 minutes.

SPEAKER_01

Okay, sorry guys. Hope hope you hung in there until the end. I hope this was worth waiting until the end, wasn't it?

SPEAKER_00

Yeah, only the five of you left will be able to come up with a tagline and we're gonna give let's let's come up with some if we use your tagline, even if it we come up with five and we use five of them, you guys are gonna get uh a hoodie or something, right?

SPEAKER_01

Okay, I mean I like it. We get your when you send the tagline, send your hoodie size in too, right? In case we pick you.

SPEAKER_00

Yeah, or I'll we'll figure that out.

SPEAKER_01

Okay, okay. Thanks, guys.

SPEAKER_00

All right, happy new year.

SPEAKER_01

Have a great day. Happy New Year. Bye, guys. See you on Friday. Bye.