Skild AI Hits $100M ARR 10 Months After First Deployment, 60+ Customers
lukas_m_ziegler · x · 2026-09-15
Skild AI crossed $100M ARR just 10 months after its first commercial deployment, with 60+ paying customers and 90% of revenue from manipulation tasks. Named deployments include high-precision NVIDIA Blackwell assembly with Foxconn, wire harness manufacturing at Sumitomo, and 1.4M daily meals with Mitsui in Japan.
Deepak Pathak's key insight: a demo video of a robot at 5% accuracy looks identical to one at 99% — and a robot that's 99.9% accurate but 10x too slow isn't almost deployable, it's not deployable.
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