Financial Data and Key Metrics Changes - The company recorded its first revenue of just over $90,000 in Q2 2025, marking a significant milestone in its history [22] - The net loss for the quarter was $4,690,000, compared to $1,460,000 for the same quarter in 2024 and $1,980,000 for Q1 2025 [22][23] - Operating expenses increased to $4,630,000 from $1,480,000 in the same quarter last year, largely due to costs associated with the public listing [22][23] - The cash balance at the end of the quarter was $607,000, an increase of $478,000 from the previous balance [23][24] Business Line Data and Key Metrics Changes - The company is focused on three key areas: commercialization and operational excellence, patents and partnerships, and building recurring value [10][12] - The partnership with Hancock Health is a multi-year project aimed at piloting the ArrivePoints in hospitals for secure robotic delivery [25][29] Market Data and Key Metrics Changes - The company is targeting the $191 billion US package delivery market, with a focus on integrating drones into the national airspace [8] - The pilot programs launched with hospitals, retail partners, and municipalities are validating the capabilities of the platform [6][29] Company Strategy and Development Direction - The company aims to transition from pilot projects to defining and dominating key market verticals, focusing on building a defensible mode of intellectual property and strategic partnerships [6][7] - The five-year plan includes scaling production to 10,000 units annually by year four and 100,000 units by year five, with a goal of a tenfold increase in company value [19][26] - The strategy emphasizes a platform as a service model, where revenue grows with every delivery and new ArrivePoint deployed [12][48] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the current market conditions and the company's positioning within the autonomous delivery landscape [14][40] - The recent regulatory changes regarding drone operations are seen as a watershed moment for innovation in the logistics sector [8][29] Other Important Information - The company has filed two additional patent applications and secured a cornerstone patent for its intelligent chain of custody delivery network [32][35] - The management team is focused on building a scalable and defensible business model, with a disciplined approach to capital use [21][25] Q&A Session Summary Question: How does the company plan to transition from its current pilot-centric pre-revenue model to a scalable profitable business? - The COO outlined a strategic five-year plan focusing on product development and partnerships to achieve scalability [46] Question: How will your platform as a service model work? - The COO explained that the model will include a network as a service fee, a marketplace for demand resolution, and AI platform services [48][49] Question: Do you anticipate the new tariffs will materially affect your supply chain costs? - The Chief Strategy Officer mentioned plans to onshore production to the US to mitigate potential tariff impacts [81] Question: What would help Arrive AI succeed in the short term and long term? - The Chief Strategy Officer highlighted the importance of regulatory changes allowing beyond visual line of sight operations for drones [91] Question: What are the biggest risks you see in the next few quarters? - The CFO noted that success will depend on the number of pilots deployed and the learnings from those deployments [96] Question: How is Arrive AI positioned to weather economic downturns? - The CFO emphasized focusing on internal strategies and deployments rather than external market volatility [101] Question: What are your thoughts on potential partnerships with major delivery companies? - The CEO indicated ongoing conversations with various companies but could not disclose specifics due to NDAs [106]

Core Viewpoint - Arrive AI, a startup in the smart delivery infrastructure sector, has recently gone public on NASDAQ, aiming to create an open and neutral terminal receiving platform compatible with various delivery methods, including traditional couriers, drones, robots, and autonomous vehicles [1] Group 1: Company Overview - Arrive AI's CEO, Dan O'Toole, emphasizes the need for new infrastructure solutions in the logistics sector due to rising delivery costs in high-density urban areas, labor shortages, and increasing demand for e-commerce delivery [1] - The company currently employs around 20 people and plans to expand its operations through pilot collaborations in 58 countries where it has applied for patents [2] - The company’s delivery box system integrates AI modules for route optimization, capacity management, scheduling coordination, and returns processing, particularly focusing on enhancing efficiency in reverse logistics [1][2] Group 2: Market Position and Strategy - Arrive AI does not directly engage in delivery services or tie itself to specific platforms, instead positioning itself as a neutral access point within various delivery networks, which remains to be validated by the market [2] - The company aims to create a unified and compatible system for home and office delivery, as multiple delivery terminals for different logistics companies are impractical [2] - The current discourse on AI and delivery often overlooks the importance of delivery terminals, which are crucial for cost efficiency in the last-mile delivery segment [2] Group 3: Industry Landscape - The global competition in smart logistics infrastructure is intensifying, with various tech companies, real estate firms, and municipal systems in the US, Europe, and Asia developing urban-level smart receiving and delivery networks [3] - There is currently no unified standard system in the market, leading to a landscape characterized by localized pilots and multiple stakeholders [3] - Arrive AI's decision to go public is partly to provide liquidity to early investors and to leverage the public market for further commercialization, with approximately 5,000 Pre-IPO shareholders [3]

Core Insights - A Chinese intelligent regulatory system for liquid bulk commodities, named "Xiao Liuzi," is gaining global recognition, showcasing China's potential in energy financial infrastructure [1][8] - "Xiao Liuzi" has been featured in a comprehensive report by LNG Industry, highlighting its AI capabilities in transforming the management of liquid assets [1][13] Technology Highlights - "Xiao Liuzi" is the world's first AI system for liquid cargo asset management, having been implemented in over 30 projects with a daily monitoring volume exceeding 700,000 tons [3][4] - The system has a maximum single transaction value of 700 million yuan and is recognized as a key achievement in China's 14th Five-Year Plan [3][4] - It utilizes a three-dimensional mapping mechanism to establish a rights confirmation system based on delivery, overcoming traditional reliance on static documents [14] Operational Impact - As of early July 2025, "Xiao Liuzi" has served over 20 factories, 10 state-owned trading companies, and 14 banks, facilitating financing exceeding 12 billion yuan with zero incidents reported [21] - The system enhances asset quality for financial institutions, enabling liquid cargo to be treated as high-quality assets and ensuring compliance throughout the lending process [21] - It allows supply chain enterprises to penetrate regulatory oversight into private storage areas, assisting in risk control and business implementation [21] Future Prospects - The technology is not only applicable to the energy and chemical industries but also to sectors like grain, oil, and liquid bulk goods [21] - The company aims to deepen collaboration with cargo owners, financial institutions, and storage operators to provide a more intelligent, secure, and transparent solution for global liquid cargo asset management [21]

Core Insights - JD Logistics has launched its self-developed unmanned light truck product, JD Logistics VAN, marking a significant advancement in its logistics capabilities [1] Product Features - The JD Logistics VAN boasts a maximum range of 400 kilometers when fully loaded, showcasing its efficiency for long-distance deliveries [1] - It is equipped with L4 level autonomous driving capabilities for public road operation, indicating a high level of automation and safety [1] - The vehicle can autonomously plan optimal routes, accurately identify obstacles, and flexibly avoid them, demonstrating advanced navigation and obstacle avoidance technology [1] - The product is designed to handle complex traffic environments, including mixed traffic with pedestrians and vehicles, enhancing its operational versatility [1]

Core Insights - The company has gained market attention due to its recent business expansion in smart supply chain and data intelligence, particularly through a strategic partnership with YTO Express to build a "warehouse and distribution integration" ecosystem [1] - The company has made significant breakthroughs in the automotive industry's digitalization, winning projects with major car manufacturers such as Shanghai Yidian, FAW Group, and SAIC-GM-Wuling [1] Group 1: Technology-Driven Developments - The company has made notable progress in artificial intelligence and data intelligence, with the upgraded "Yanyun Infinity" covering the entire process from AI infrastructure to data resource integration and intelligent applications [2] - A partnership with Shanghai Yidian marks an important breakthrough in AI computing power, while collaborations with institutions like Beijing Jiaotong University aim to promote data flow and sharing in the logistics sector [2] - The company has developed targeted intelligent solutions across various fields, including research, production, supply, and sales [2] Group 2: Scene Innovation - The company has created differentiated solutions tailored to vertical industry needs, achieving significant business breakthroughs in the automotive sector with contracts signed with Changchun FAW and SAIC-GM-Wuling [3] - In the chain service industry, the company has developed a comprehensive solution for the hotel sector, which has been successfully replicated in other industries [3] - The company has also addressed pain points in cross-border e-commerce and industrial transformation by creating a digital solution that encompasses e-commerce operations and full-process supply chain management [3] Group 3: Ecological Collaboration - The company is actively aggregating industry resources to build a mutually beneficial industrial ecosystem, exemplified by a strategic agreement with YTO Express focusing on business collaboration, resource integration, and technological innovation [4] - The "Kejie Partner" initiative is being promoted to establish strategic alliances with more ecological partners, creating a collaborative approach to market challenges [4] Group 4: Future Outlook - The company is accelerating the implementation of its strategic execution plan established at the beginning of the year, with expectations for greater breakthroughs in the second half of the year [5] - Industry analysts believe that technology companies with independent R&D capabilities and industrial collaboration will play a crucial role in the new round of industrial transformation, positioning the company favorably for growth in the smart industry sector [5]

Core Insights - Freight Technologies, Inc. has signed a two-year contract with Accel Comercial, S.A. de C.V. to license its advanced Transportation Management System (TMS) software platform, Fleet Rocket [1][3] - Accel Logistica provides a wide range of logistics and supply chain solutions, serving various customers including multinational corporations and retailers across Mexico [2] - Fleet Rocket is designed to enhance operational efficiency, visibility, and communication within logistics networks, and will be utilized by Accel Logistica to improve its services [3] Company Overview - Freight Technologies, Inc. is a technology company focused on optimizing and automating supply chain processes through a diverse portfolio of AI and machine learning-powered solutions [4] - The company's offerings include Fr8App for cross-border shipping, Fr8Now for less-than-truckload shipping, Fr8Fleet for dedicated capacity services, Waavely for ocean freight management, and Fleet Rocket for TMS [4] - Each product is interconnected within a unified platform to enhance operational efficiency through innovative technologies such as live pricing and real-time tracking [4]

Transaction Overview - On April 24, 2025, Anhui Wantong Technology Co., Ltd. signed a joint investment agreement for smart logistics business with Tibet Shannan Xunshun Enterprise Management Co., Ltd. and other partners [2] - The joint investment aims to establish a joint venture company [2] Progress Status - The joint investment parties and the joint venture company have been established as follows: - **Joint Investment Party 1**: Beijing Zhushi Yuan Technology Enterprise Management Partnership (Limited Partnership) - Established on May 7, 2025, with a capital contribution of 500,000 RMB [3] - Major partners include Beijing Jidao Technology Co., Ltd. (10% contribution) and three limited partners (30% each) [3] - **Joint Investment Party 2**: Beijing Chitu Xing Technology Enterprise Management Partnership (Limited Partnership) - Established on May 7, 2025, with a capital contribution of 500,000 RMB [5] - Major partner is Yang Jing (99% contribution) [6] - **Joint Investment Party 3**: Beijing Shengrujiu Enterprise Management Development Partnership (Limited Partnership) - Established on May 9, 2025, with a capital contribution of 1,000,000 RMB [8] - Major partner is Tibet Shannan Xunshun (99% contribution) [9] Joint Venture Company - The joint venture company is named Beijing Shuzhi Yun Technology Co., Ltd. - Established on May 14, 2025, with a registered capital of 10 million RMB [10] - The company will engage in various services including digital technology services, information technology consulting, and logistics services [10] - Shareholding structure includes Anhui Wantong (30%), Tibet Shannan Xunshun (30%), and other investment parties [11] Other Information - As of now, the joint venture company has not commenced operations, and there are potential uncertainties related to economic conditions, industry policies, and market demand [12]

Core Insights - Quadient has announced a strategic partnership with Stasher to enhance luggage storage options in the UK, expanding Stasher's network significantly [1][4] - The collaboration integrates Stasher's booking system with Quadient's smart lockers, providing travelers with more flexible and secure luggage storage solutions [3][5] - Quadient's Parcel Pending smart lockers will now serve as luggage storage hubs, further demonstrating the versatility and consumer-centric focus of their services [4][5] Company Overview - Quadient is a global automation platform that facilitates secure and sustainable business connections through both digital and physical channels [8] - The company is actively expanding its smart locker network, with over 25,700 units installed globally and a target of 40,000 by 2030 [5] - Stasher operates in over 1,100 cities worldwide, providing a network of verified hotels, shops, and smart lockers for secure luggage storage [7]

Group 1 - The core viewpoint of the article highlights the emergence of AI-native applications and their significant impact on various industries, with a focus on the "2025 AI Native Application Innovation Case" selection event organized by 36Kr [1][4]. - The AI-native era is marked by advancements such as OpenAI's release of the GPT-4o image generation feature, allowing integrated text-to-image processing without external APIs, indicating a new development phase for AI-native applications [3]. - The rapid growth of AI-native applications is evidenced by a 232% year-on-year increase in monthly active users of domestic AI-native apps, surpassing 120 million in December last year [4]. Group 2 - The market outlook for generative AI (GenAI) is optimistic, with Gartner predicting global spending on GenAI to reach $644 billion by 2025, reflecting a 76.4% year-on-year growth [4]. - The selection event received nearly 100 submissions across various application scenarios, including smart manufacturing, customer service, content creation, and healthcare, showcasing the extensive implementation and deep penetration of AI-native applications [4][5]. - The evaluation process for the selection was conducted by a panel of industry experts, investors, and scholars, ensuring a comprehensive assessment based on innovation, application effectiveness, and social value [5]. Group 3 - The "百递云GPT·大模型应用开发平台" from Kuaidi100 was successfully selected as a notable AI-native application, integrating mainstream public cloud closed-source models and private cloud open-source models into a hybrid AI architecture [5]. - This platform aims to empower the entire product line of the company by managing models and developing AI application components tailored to logistics, establishing a new paradigm for the implementation of large models in the logistics industry [5].

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Freightos Limited (Exact name of registrant as specified in its charter) As filed with the Securities and Exchange Commission on April 14, 2023. Registration No. 333-269911 Cayman Islands 4731 Not applicable (State or other jurisdiction of (Primary Standard Industrial (I.R.S Employer incorporation or organization) Classification Code Nu ...