The problem
Robots must be reprogrammed for every task and machine, so automation is slow, brittle and expensive to deploy
What they do
One AI 'brain' model that runs any robot, sold to factories, warehouses and sites
Traction $100M+ ARR (Sep 2026) from ~$30M in 2025; 60+ paying customers
Hiring trend
- Open roles
- 50
- Ops roles
- 3
- Headcount
- ~160
Headcount ~125 (Mar 2026, +32% YoY per Revelio) to ~159-165 (Aug-Sep 2026, Tracxn/LinkedIn); 50 open roles
Hiring in
- San Mateo
- Bengaluru
- Pittsburgh
- Remote (US)
Latest news
Sep 2026
Crossed $100M ARR ten months after first commercial deployment; 60+ paying customers ↗Glassdoor
3.2 ★ 3 reviews ↗Funding
- Last round
- $1.4B
- Stage
- Series C
- Date
- Jan 2026
Led by SoftBank (Series C); Lightspeed, Coatue, SoftBank, Bezos Expeditions (Series A)
- Hiring+250 open roles on the live job board (30+ roles = +2)
- Funding recency+1.5Series C · $1.4B, Jan 2026 (9 months ago): 6–12 months = +1, $100M+ round +0.5
- Traction+1.5Strong growth: $100M+ ARR (Sep 2026) from ~$30M in 2025; 60+ paying customers
- Red flags0None found in the last 24 months
- Total5.02 + 1.5 + 1.5 − 0 = 5.0 → Sprint (4.75 or more)
Distance (Half) is a separate read on how long the lead can last. It doesn't change the score.
Distance
Half · edge: learns from use
Revenue leader among robot-brain startups ($100M+ ARR, 60+ customers, OEMs like ABB and Universal Robots embedding it) with a data flywheel from every deployment; still an early, crowded race against Physical Intelligence, Google DeepMind and Nvidia's open models, at roughly 140x run-rate valuation.
Sources: Skild AI: crossed $100M ARR, 60+ paying customers (Sep 2026) ↗ · The Next Web: OEMs embedding the Skild Brain (Jul 2026) ↗ · Revenue Memo: Skild AI funding, valuation and rivals (Oct 2026) ↗
Last checked Oct 25, 2026
