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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.

Intel reports give you one view for the keywords, competitors, prompts, outlets, profiles, and topics you want to track.

Getting started on the pitch for Casey following their recent coverage on humanoid logistics.

ARC Robotics · Q2 launch · pitches

Pitch — Platformer · Casey Newton

Casey — saw your piece on warehouse autonomy last month and wanted to flag something before it hits the wire. ARC's first humanoid is going live on a Tier-1 floor next Tuesday. Different shape than what Figure and 1X are shipping — same picking surface, no caged aisle, full shift.

Drafting CEO LinkedIn post for launch day.

ARC Robotics · Q2 launch · social

LinkedIn — CEO launch post

Three years ago we said a humanoid would walk a warehouse floor by 2026. Tuesday, one will. No caged aisle. Same picking surface as the team. A full shift, end to end. We didn't build it to demo — we built it to work.

Creating GEO resources to improve mention rate in lagging target prompts.

ARC Robotics · GEO · prompt-targeted pages

Best AI for product comms — landing page

H1 · The AI built for product communications teams. Lead · Product comms runs on briefs, pitches, and content that has to ship the day positioning shifts. Shadow turns category intel into the work product, on approval.

ARC Robotics · GEO · prompt-targeted pages

AI for PR teams — landing page

H1 · The AI built for PR teams. Lead · PR teams ship pitches, briefs, and rapid response under deadline. Shadow gives you a live read on the landscape and the drafts ready to go.

Agents turn intel into shipped work. Pitches, GEO pages, posts, content, and applications. Approved by you, ready to ship.

You steer. Agents execute.

Outcast
Case · 01

Absorbed 3x inbound, no new headcount.

Outcast needed to handle surging new business volume without pulling senior time from active clients. With Shadow running the full intake and contracting flow, the team tripled pipeline throughput across hundreds of accounts — and junior staff started shipping work closer to senior judgment.

Haymaker
Case · 02

Awards and events, halved in 30 days.

Haymaker was spending weeks per cycle on awards research, roadmaps, briefs, and final submissions across their client roster. Shadow automated the full lifecycle — halving production time and saving 40+ hours across awards and events workflows every week.

Inworld AI
Case · 03

A full launch playbook, built from scratch.

Inworld needed a data-driven launch plan for voice AI models with no precedent in the market. Shadow analyzed thousands of articles across hundreds of journalists, compounded it with keyword data to land positioning on beat for media and buyers, and built a 300+ journalist media list with personalized pitches.

Ready when you are

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

We'll run Shadow on your live data and show you what surfaces. Intel, opportunites, and how to ship it.