Rankings/Skild AI
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Skild AI

NativePrivateUpdated November 3, 2026

Robotics foundation models (general-purpose robot brains)

CEO
Deepak Pathak
Founded
2023
HQ
Pittsburgh, United States
Total Funding
$2.2B
Employees
51-200
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Robotics
49.4Bluescore
Momentum—
Market MapLocked
Rank change (7d)-16

Products & Offerings

Skild Brain

Skild's core foundation model, designed to control many robot types for tasks like manipulation, locomotion and navigation with little task-specific training.

ModelEnterpriseFlagship2025

Skild S1

A robotics foundation model built on in-context learning that can take on new manipulation tasks after watching one human video demonstration.

ModelEnterprisePreview2026

Fetch warehouse robotics (ex-Zebra Technologies)

Autonomous mobile robots and orchestration software, acquired from Zebra Technologies, that Skild is using to bring Skild Brain into warehouse fulfillment.

PlatformEnterpriseLive

Skild Brain industrial integrations (ABB Robotics, Universal Robots)

Skild Brain deployed through partnerships on ABB industrial robots and Universal Robots cobot arms, so factories can add skills by fine-tuning on a small amount of task data instead of reprogramming.

EnterpriseEnterpriseHigh Growth2026

Executive Summary

What they do

  • Builds Skild Brain, one foundation model meant to control many robot types
  • Released S1 in August 2026; it learns new manipulation tasks from one video
  • Sells Fetch warehouse robots bought from Zebra Technologies in April 2026

Why it matters

  • Reports $100M recurring revenue run rate within ten months of first deployment
  • Reports more than 60 paying customers across factories, construction, kitchens and data centers
  • Raised $1.4B Series C led by SoftBank in January 2026, valued above $14B

Best fit

  • Manufacturers already running ABB or Universal Robots arms that want learned skills
  • Warehouse operators looking to add AI-driven picking to Fetch autonomous mobile robots
  • Robot makers that want a licensed robot brain instead of building one

Watch-outs

  • Skild says S1 learns from one video but plans real-world deployment only by 2027
  • Customer data may help train the shared model unless contracts say otherwise
  • Learned, non-deterministic robot behavior may complicate safety certification and upcoming EU rules

Latest News

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Analyst VerdictEvaluate

Skild AI is among the best-funded and most commercially advanced companies building robot foundation models. It has reported recurring revenue, a production deployment with NVIDIA and Foxconn, and channel partnerships with ABB and Universal Robots. Buyers in manufacturing and logistics should run a structured pilot against Physical Intelligence and in-house or integrator options. Test success rates, failure handling and safety cases on their own tasks, and get contract terms on how operational data can be used for training.

Signal Provenance

Latest observation date and source for each signal category

Signal CategoryLast UpdatedSource
Funding Signals
Last funding round, Funding stage
Oct 30, 2026Montclare research agents
Hiring Velocity
Headcount, Headcount growth
Nov 3, 2026Montclare research agents
Technical Output
Research papers, GitHub activity
Nov 1, 2026Montclare research agents
News Sentiment
News mentions, News sentiment
Nov 3, 2026Montclare research agents
Partnership Signals
Enterprise partnerships, Distribution partners
Nov 3, 2026Montclare research agents
Revenue Indicators
ARR estimate, Revenue growth
Nov 3, 2026Montclare research agents
Leadership Signals
CEO tenure, Founder-led
Nov 3, 2026Montclare research agents
Competitive Position
Category rank, Market share
NeverMontclare research agents

Why this Bluescore?

6 dimensions, each scored 0–10 against all — companies. Each adds its weight × score to the Bluescore — see methodology

D1 · Business Model & Revenue (21%)
4.3
+9.0 of 21 pts · 43th pct
D2 · Product Depth (21%)
5.6
+11.7 of 21 pts · 68th pct
D3 · Data & Model Moat (19%)
4.8
+9.1 of 19 pts · 68th pct
D4 · Talent & Research (16%)
5.4
+8.7 of 16 pts · 66th pct
D5 · Customer Adoption (13%)
4.1
+5.3 of 13 pts · 7th pct
D6 · Investment Momentum (10%)
5.6
+5.6 of 10 pts · 67th pct

Risks

Single-video task learning in S1 is backed mainly by Skild's own evaluations so far
Medium
Learned robot behavior may make safety certification and compliance with upcoming EU rules harder
High
Contracts may let Skild use customer deployment data to improve its shared model
Medium
A $14B valuation creates pressure to grow fast and could shift pricing or priorities
Medium
Absorbing the Zebra/Fetch hardware business could stretch a team of roughly 150 people
Low
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