Skild AI hits $100M ARR ten months after first deployment, with 60+ paying customers

deepakpathak · x · 2026-09-11

Skild AI founder Deepak Pathak announced the company crossed $100 million in ARR just ten months after its first commercial deployment, scaling to 60+ paying customers across moving goods, deliveries, site inspection, security, and food prep in warehouses, factories, and data centers. Mobility accounts for 10% of revenue, Fetch solutions 4%, and Skild is deploying its Skild Brain on dual-arm manipulators with NVIDIA and Foxconn.

The core argument: deployment is the hidden pillar of robotics research — real-world rollout is necessary to contextualize, evaluate, and guide research, since physical-agent capabilities can't be verified in isolation the way digital agents can.

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