The Dan Show
The Dan Show is a straight conversation series hosted by Dan O'Toole, founder and CEO of Arrive AI. Dan believes investors, partners, and the public deserve real answers, not polished corporate messaging. Each episode covers where the company stands, what autonomous delivery actually looks like in the field, and what it takes to build a new kind of infrastructure. The wins and the setbacks both. Topics run across innovation, entrepreneurship, logistics, AI, and the systems moving deliveries today. No script. No filter. Just a direct look at the decisions shaping how things get delivered.
Episodes
Piyush Phadke was in New Jersey on a Tuesday afternoon when Dan O'Toole called.
By 8am Wednesday he was in Fishers, Indiana.
He stayed three days. Got an offer. Accepted it.
That was 31 days ago.
In this episode Dan sits down with Piyush for the first time on camera.
Piyush brings a background that runs from Bank of America, Merrill Lynch through Jefferies ...
Arrive AI beat Amazon to the patent office by four days. Beat UPS. Beat FedEx. Beat several companies that would eventually become competitors.
John Ritchison has been Arrive AI's patent attorney since the very beginning, employee number zero, as Dan calls him. He was there in 2014 when Dan walked into his office with an idea. He is the person who said "interesting becomes exciting" when he realiz...
A drone delivered food in under 3 minutes. The order took 30 minutes to get inside the drone.
Evan Furnish, Product Manager of Integrations at Arrive AI, went to Dallas to observe autonomous delivery in the field and came back with a very clear picture of where the whole industry is breaking, and exactly where Arrive AI fits.
He also visited Purdue University to observe Starship robots in a...
Arrive AI has signed a letter of intent with LifeSpan Pharmacy to explore automnomous drone delivery for pharmaceuticals across their long-term care pharmacy network. CEO Dan O'Toole and Customer Success Manager Dan LaReau break down what this could mean, plus share an update on Arrive AI's ongoing work with Hancock Health in central Indiana.
Learn more about Arrive AI's autonomous delivery infrastructu...
Dan O'Toole, founder and CEO of Arrive AI, sits down alone to talk directly to investors and shareholders.
No script. No polish. Just an honest update on where the company is, what the share price situation means, and why he is still all in.
Dan covers the Nasdaq deficiency notices, recent leadership changes, and why he believes the Arrive AI vision is more relevant today than ever. Starship just pulle...
We've always said the most important work at Arrive AI happens at the seams — where hardware meets software, where machines meet people, and where today's deployments become tomorrow's network. This episode lives at every one of those seams.
First, Attila Nagy walks us through what it actually takes to engineer a delivery endpoint that has to work outdoors, across climates, alongside autonomous robots a...
Before an Arrive Point™ is deployed in the real world, it's tested and refined in simulations.
In this episode of The Dan Show, Dan and Kylie sit down with Tanmay Haldankar, one of the robotics engineers powering Arrive AI's (NASDAQ: ARAI) technical operations.
Tanmay walks through how the team uses NVIDIA Isaac Sim and NVIDIA Blackwell GPU workstations to train, test, and refine the next-generat...
Dan and Kylie share the big news that our show is now syndicated on major podcast platforms, then we confront two NASDAQ notices head-on with the clearest facts we can share. We explain what the notices mean, why we believe the upside is bigger than the downside, and what we are building next across AI, investors, and patents.
• two NASDAQ notices tied to market cap and public float
• how we think about pr...
We talk with Ankeith, CEO and founder of Sky Air, about why India is sprinting ahead in autonomous drone delivery and what it takes to scale from impressive pilots to millions of real drops. We break down why physical AI infrastructure is the make-or-break layer for last-mile autonomy, then zoom in on the tech and operations behind Level 4 and Level 5 drones.
• Our partnership in India and why a drone partn...
We celebrate John Galena’s appointment to the CVS board while he stays on our board, and we share why that healthcare alignment matters. We also lay out why we believe Arrive AI is stronger than ever on people, cash, facility, and IP even as the stock price hits new lows.
• John Galena joining the CVS board while remaining on our board
• Why healthcare leadership and Fortune 500 validation ma...
We sit down with Rithiker Vijay, CEO and founder of Autonomy, to talk about what finally makes delivery robots scale in the real world. The big unlock is not just better navigation, but smart infrastructure that removes the human-in-the-loop handoff and turns pilots into repeatable ROI.
• why the next decade belongs to physical AI and robotics
• Nvidia’s ecosystem and why partners matter ...
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 robo...
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
•...
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,...
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 expertis...
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, an...
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 Yor...
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 en...
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 ...
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