140 Autonomous Food And Parcel Delivery Could Create A $1-2 Trillion Addressable Market Addressable Market For Last Mile Autonomous Food and Parcel Delivery* $250B: Addressable Market For Parcel and Food Delivery In High-Cost Markets at $3.50-15.50 Per Trip S $3.50-$15.50 C I T S I G O L S U ip O r M T O r N Pe $450B: Additional Demand in High-Cost O T e Markets Based On Consumer’s Value of Time ic AU Pr $2.00-$2.90 $400B: Additional Demand For Parcel and Food Delivery In Low-Cost Markets at $0.60-1.50 Per Trip $0.60-$1.50 $200B: Additional Demand in Low-Cost Markets for Autonomous Delivery of $0.35-0.40 Per Trip $0.35-$0.40 250B 700B 1.1T 1.3T Cumulative Number Of Delivery Trips *Numbers in the graph are rounded. $1-2 Trillion is the addressable opportunity, but total revenues / market size by 2030 will depend on penetration rates, which are detailed in slides below. ARK Investment Management LLC, 2024. This ARK analysis is based on a range of underlying data from external sources as of December 7, 2023, which may be provided upon request. Forecasts are inherently limited and cannot be relied upon. For informational purposes only and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security. Past performance is not indicative of future results.