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

deepakpathak · x · 2026-09-12

Skild AI cofounder Deepak Pathak reports $100M ARR just ten months after the company's first commercial deployment, serving 60+ paying customers across moving goods, deliveries, inspection, security, and food prep in warehouses, factories, and data centers. Mobility drives 10% of revenue, Fetch solutions 4%, and Skild is deploying its Skild Brain on dual-arm manipulators with NVIDIA and Foxconn.

Chris Paxton adds two takeaways: robots must do real jobs in the real world to improve, and demos are the best a robot has ever done—if you haven't seen it do something, assume it can't.

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