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Q2 Edition · ARC Robotics

Where the narrative is heading.

Coverage of ARC just turned. Speculation gave way to enterprise ROI; safety plateaued; a 12-week window opened for a sharper category claim.

Coverage tripled in eight weeks.

Weekly tier-1 volume · Mar–Apr 2026

ArticlesPositive sent.
0501000%40%80%W1W2W3W4W5W6W7W8Humanoid reveal

ARC sits alone in the LEAD quadrant.

Competitive position · Q2 2026

LEADEMERGINGFADINGQUIET0501001502000%25%50%75%100%Article volume (Q2)Avg positive sentimentARCBoston DynamicsFigureTesla OptimusAgility1XApptronik

Three moves to ship this week.

Recommended · ranked by fit

MoveChannelProj. liftStatus
Pitch Casey Newton · agent-ROI POVPitch32%READY
GEO page · warehouse humanoidPublish28%DRAFTED
CEO LinkedIn POV · agent ROIPublish21%DRAFTED
The Information · embargoedPitch14%QUEUED
TechCrunch query · 24hRespond11%QUEUED

Why it matters

The lift period for a new narrative frame is rarely longer than 12 weeks. After that, the framing hardens around whoever has produced the most coherent body of work — and competitors have started moving.

The finding

The narrative turned. The window won't stay open.

  1. 01

    Coverage tripled in 8 weeks.

    Volume turned in week 6 and held the new level — a sustained shift, not a single-event spike.

  2. 02

    AI engines now cite ARC first.

    64% of category queries return ARC as the leading reference, up 18pts QoQ.

  3. 03

    Three narratives now carry the story.

    Humanoid economics + warehouse deployment + agent ROI. Safety has plateaued.

ARC is cited first in 64% of category queries.

Citation share · 240 category queries · Q2

ARC Robotics
64%+18pts QoQ
Boston Dynamics
58%−3pts
Agility
39%+4pts
Figure
31%−9pts
1X
22%+2pts

Three narratives now carry your coverage.

Trending narratives · weekly share · 8 weeks

Humanoid economicsWarehouse deploymentSafety + autonomy
0%25%50%W1W2W3W4W5W6W7W8

So what: lead with deployment outcomes. Earn the right to talk about autonomy after the ROI claim lands.

Six categories, six narratives, all live.

Sample reports · Q2 2026

ReportCategoryTypeEdition
Consumer AI: where the next cycle is forming.Technology & AINarrative cyclesApr 2026
AI infrastructure stack: the layer that's about to break out.Technology & AIStack analysisApr 2026
PR & comms agencies: who's winning the AI lane.Marketing & CommsCategory reportApr 2026
Agency holdcos under the microscope.Marketing & CommsSector analysisApr 2026
Consumer & brand: where AI engines look first.Consumer & BrandBaseline reportApr 2026
Workforce: the AI productivity paradox is the real story.Workforce & Future of WorkBaseline reportApr 2026

What's your next move?Let's find out.