Artifact · v0 (format-only stub)

Weekly Market-Delta Brief

One page per week on what changed in the Physical AI and data annotation market. New deals, funding rounds, capability announcements, and what each one means for how SmartOne presents itself.

1.4 · Market and Sizing · artifact id: market-delta-weekly-v0.html · 2026-05-28 · v0 format stub
This artifact is a format placeholder. This is a weekly cadence artifact. The B-stream research in this v0 represents the "issue zero" baseline. Each subsequent weekly issue tracks the delta from the prior week. The structure below shows what each issue will look like.

Weekly issue format

Market-Delta Brief · Week of [DATE] · Issue [N]
[N]
Notable market events
[N]
Funding rounds tracked
[N]
New deal announcements
[Open/Narrowing]
Scale AI conflict window
Market event table
Date Event Source Delta for SmartOne
[Date] [e.g., Figure AI announces $1B+ Series C at $39B valuation] [Source] [e.g., Figure is an active Physical AI data buyer; this round signals sustained data demand for humanoid training]
[Date] [Placeholder] [Source] [Placeholder]
Comparable set update
CompanyWhat changedPositioning implication
[Scale AI / Surge / iMerit / etc.][Announcement or signal][How it affects SmartOne's wedge claims this week]
The one number to track this week

[A specific market number, funding event, or contract announcement that is the most important data point for SmartOne's positioning this week. One sentence on why it matters and what SmartOne should do differently as a result.]

What issue zero (this document) contains

The B1 and B2 research streams in this v0 artifact set serve as issue zero of this brief. They establish the baseline market sizing, comparable set profiles, and the Scale AI conflict window status as of May 28, 2026. Every subsequent weekly issue tracks the delta from that baseline.