Market intel.Clarity on demand.
Narratives · Positions · Insights · Actions
Editorial intelligence on the narratives shaping your category and impacting your position, and the opportunities you can act on. Steer your brand into position.
Editorial intelligence on the narratives shaping your category and impacting your position, and the opportunities you can act on. Steer your brand into position.
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.
Every report adds to your narrative graph which compounds insights and action into a defensive and offensive comms asset. Feed insights to your own agents, or take action directly with Shadow.
Delivered on your schedule and on demand
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 |