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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
ARC sits alone in the LEAD quadrant.
Competitive position · Q2 2026
Three moves to ship this week.
Recommended · ranked by fit
| Move | Channel | Proj. lift | Status |
|---|---|---|---|
| Pitch Casey Newton · agent-ROI POV | Pitch | 32% | READY |
| GEO page · warehouse humanoid | Publish | 28% | DRAFTED |
| CEO LinkedIn POV · agent ROI | Publish | 21% | DRAFTED |
| The Information · embargoed | Pitch | 14% | QUEUED |
| TechCrunch query · 24h | Respond | 11% | 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.
- 01
Coverage tripled in 8 weeks.
Volume turned in week 6 and held the new level — a sustained shift, not a single-event spike.
- 02
AI engines now cite ARC first.
64% of category queries return ARC as the leading reference, up 18pts QoQ.
- 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
Three narratives now carry your coverage.
Trending narratives · weekly share · 8 weeks
So what: lead with deployment outcomes. Earn the right to talk about autonomy after the ROI claim lands.
Sample feeds
Six categories, six narratives, all live.
Sample reports · Q2 2026
| Report | Category | Type | Edition |
|---|---|---|---|
| Consumer AI: where the next cycle is forming. | Technology & AI | Narrative cycles | Apr 2026 |
| AI infrastructure stack: the layer that's about to break out. | Technology & AI | Stack analysis | Apr 2026 |
| PR & comms agencies: who's winning the AI lane. | Marketing & Comms | Category report | Apr 2026 |
| Agency holdcos under the microscope. | Marketing & Comms | Sector analysis | Apr 2026 |
| Consumer & brand: where AI engines look first. | Consumer & Brand | Baseline report | Apr 2026 |
| Workforce: the AI productivity paradox is the real story. | Workforce & Future of Work | Baseline report | Apr 2026 |