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What changed, and what is the evidence.
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What changed, and what is the evidence.
Oct 21, 2026 · Post · posted
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A new capital allocation proposal is live 🗳️ BOT-15: Strategic Allocation in @SkildAI 72 hours to vote → https://t.co/FHI2aIxc0e https://t.co/DftKuVj5tc |
Skild AI is building the foundation model for the world's robots. $1.4B raised since 2025. $100M+ in annual recurring revenue. Major industrial partnerships signed. Ahead of the DAO’s upcoming capital allocation proposal, we take a closer… |
Robotics data needs to have 3 qualities: 1) Diversity 2) Scalability 3) Closeness to the robot's experience A huge dataset can still leave a robot short of the experience it needs. This chart puts 3 tradeoffs next to each other: how easily… |
The real race in robotics may not be about who builds the best humanoid, but who builds the brain that powers them all. That’s the bet @SkildAI is making with Skild Brain. One intelligence layer designed to work across different robot… |
The DAO is preparing a new governance proposal to consider an investment in Skild AI. The company is developing a universal AI brain designed to work across different robotic platforms, from humanoids to industrial robots. We first covered… |
🚨 BREAKING: @origin_autonomy just emerged from stealth with $20M to automate the work that happens inside buildings, and it’s already running at three times human speed. Co-led by @Accel and @ZacuaVentures, with angels from Anduril, Skild… |
This is the real deal! Trained in simulation. Deployed in reality. No post-training, just... pre-training. A humanoid robot executing soccer skills like dribbling at 2.3 m/s, passing, turning, and scoring on outdoor fields amid people,… |
A strong speaker lineup, live robot demos, and lots of robotics folks coming together... this should be fun. https://t.co/uyWCS3yBOK |
Most robotics talks are about capability. This one is about character. Do Park (@alrightdo ), Head of Design at @lightberry, opens the Humanoid Hub Conference with "From Pixar to the Physical World: Designing the World's Most Interactive… |
Speakers from 1X, Dyna Robotics, Skild AI, Google DeepMind, Physical Intelligence and more. Humanoid robots, dexterous hands and more cool robotics demos on the floor. The robotics community in one floor, and four NVIDIA Jetsons to give… |
Thanks, @Nasdaq, for celebrating @SkildAI's revenue milestone. Skild robots handle logistics, assemble GPUs, package food, and much more. Demos and free POCs are easy; getting someone to pay for it is hard! https://t.co/SdIhqMOQ2q |
Super-impressed: Nature Will releases 50-billion parameter general foundation model for robot intelligence The big question: Is the robotics industry wasting billions on training as the frontier models & this foundation model get better… |
Branded water bottles are nice. We've got something better. Going out in a daily raffle at the Humanoid Hub Conference: - 2x NVIDIA Jetson Thor - 2x NVIDIA Jetson Orin Nano Thanks to @SkildAI & @NVIDIARobotics for sponsoring this. Oct… |
Deepak Pathak @deepakpathak (Co-founder & CEO, Skild AI) joins the Humanoid Hub Conference as a keynote speaker. One general-purpose brain, many robot bodies. He'll be unpacking how @SkildAI is getting there. Oct 15-16, SF… |
Google DeepMind, Boston Dynamics, Skild AI, Physical Intelligence… quite a lineup. A who’s who of physical AI and humanoid robotics at Encord’s Long Horizon summit. Use our code HUMANOIDS20 to get 20% off. Oct 20–21 · Fort Mason, SF… |
You don’t need to build robots to win. Here is why: 🇺🇸 Skild AI ✸ $14B+ valuation ✸ $100M ARR ✸ 60+ paying customers 🇺🇸 Field AI ✸ ~$10B reported valuation ✸ $135M+ revenue + contracts ✸ $700M reported round These companies don’t build… |
I can't remember the last time this many people from physical AI were booked into one room! The Long Horizon Physical AI Summit by @encord_team lineup is fire! 🔥 → Sebastian Thrun, founder of Google X, who led the self-driving project… |
Humanoid Digest: September AGIBOT produced its 20,000th robot. Skild AI crossed $100M in ARR. Agility disclosed more than $300M in multi year orders. Tesla ramped to several hundred Optimus units a week. Here’s what happened 🧵… |
I'm really excited to be attending both days of the Long Horizon summit. There are already six hundred high-profile registrations from companies including Skild, Wayve, Boston Dynamics, Bear Robotics, Mercedes-Benz, and others.… |
Massive week in robotics. I went through everything from World Labs, Skild AI, RealSense and even more. Get your coffee and see what happened in robotics space: |
We’re excited to partner with @NVIDIA on the Agent Safety Platform and bring it into real-world robot deployments at @SkildAI. OpenShell enables our agentic layer to securely orchestrate the Skild Brain across diverse robots in factories… |
We’re excited to partner with @NVIDIA on OpenShell and bring it into real-world robot deployments at @SkildAI. OpenShell enables our agentic layer to securely orchestrate the Skild Brain across diverse robots in factories and warehouses.… |
A humanoid robot learning to dribble, shield and tackle through self-play feels like a glimpse of what robot soccer could eventually become. Skild AI says its S1 model developed these behaviors through self-play reinforcement learning in… |
Can a robot learn a complex, multi-step task from just one video? 🤖🎥 Skild AI’s S1 explores learning new long-horizon tasks from a single demonstration. Read the story: https://t.co/KrTeJXKCDg Subscribe to our newsletter for free for… |
September 2025. The DAO backed @SkildAI and its vision for a general purpose robot brain. One year later, that vision keeps becoming more tangible. https://t.co/jQdIV2zItN |
A robot learned to play football without being told how. ⚽🤖 Skild AI trained a physical AI model entirely through self-play in simulation. Over 140 simulated years, the robot learned to: ⚽ Dribble 🦿 Pass 🏃 Sprint 🧍 Stay balanced 🎯… |
The combination of learning effectively from human demos AND generating self-play experience is how physical AI scales. AlphaGo proved self-play could exceed human capability in strategy games; Skild transferring that to physical humanoid… |
AlphaGo defeated humans. When will humanoid robots do the same? Skild AI is cultivating the "Lionel Messi" of the humanoid robot world. Interestingly, they had the Unitree G1 engage in self-play for the equivalent of 140 years within a… |
A robot learning soccer by playing against itself is a pretty wild step for Physical AI. @SkildAI is fine-tuning S1 through self-play reinforcement learning, with newer versions of the model becoming opponents for the next generation.… |
This robot can actually take you on at soccer now. ⚽ Skild AI is fine-tuning its S1 model with self-play reinforcement learning, the idea that helped power AlphaGo and OpenAI’s Dota 2 bots. S1 builds on skills it already has, playing… |
140 years of soccer practice in simulation. ⚽ Skild AI’s robot policy learned to dribble, shield, and tackle through self-play in NVIDIA Isaac Sim before being transferred to a real humanoid robot. 👇 https://t.co/eGiiEnE7ip |
.@SkildAI ‘s S1 practiced soccer against increasingly capable versions of itself in simulation. The robot can now play against a human. It’s an exciting glimpse of how robots might build on their existing skills Congrats @deepakpathak and… |
Skild AI says S1 plays soccer against humans and robots after 140+ years of simulated self-play. “This method scales, and we will scale it,” says CEO Deepak Pathak. How it works—and where human guidance comes in: https://t.co/BPlzoPlZG9 |
AlphaGo, but for humanoid soccer. Skild AI brings self-play to humanoids. Their flagship robotics foundation model, S1, can now be post-trained with no human demonstrations by competing against itself in simulation. The testbed is soccer,… |
Why an in-person summit still matters when physical AI is moving this fast?! 👀 Look at the last few weeks alone. @SkildAI crossed a $100 million revenue run rate and shipped its S1 model. @wayve_ai started supervised autonomous rides in… |
Agility unveils Digit 5. Skild AI reports $100M ARR. Europe’s industrial buyers shape its humanoid robots. This week’s newsletter connects the launches to the business behind them. Read the issue and subscribe free: https://t.co/n5g7Y4Aqk8 |
The secret to picking up a new task in ~30 mins sure seems to be large scale pretraining on your embodiment based on (this, generalist, sunday, skild) https://t.co/XZ1dE3MXbw |
Massive week in robotics. I went through everything from World Labs, Skild AI, Maven Robotics and even more. Get your coffee and see what happened in robotics space: |
Annual Recurring Revenue based on multi year contracts @Rewkang and myself visited @SkildAI HQ this evening and @deepakpathak personally verified the current ARR numbers with us and added this clarification to his earlier article |
Skild is showing what happens when robot deployments become a continuous learning loop. $100M annual revenue run rate, 60+ paying customers, and deployments with NVIDIA and Foxconn are already putting S1 into real industrial workflows. The… |
Skild just crossed a $100M annual revenue run rate, ten months after its first commercial deployment. It now has 60+ paying customers and is working with NVIDIA and Foxconn to deploy robot arms for Blackwell system assembly. Those… |
Partnering with @NVIDIARobotics from training to deployments. https://t.co/BIxIJhz1tk |
Skild AI Reaches $100M Revenue Run Rate in 10 Months Skild AI says it has reached a $100 million annual recurring revenue run rate only 10 months after starting commercial deployments, making the robotics startup one of the fastest-growing… |
🚨 Skild AI just crossed $100M ARR within 10 months of deployment, scaling across 60+ enterprise customers—from assembling NVIDIA Blackwell racks to food plating. Along with the milestone, co-founder @deepakpathak took aim at robotics… |
How about this? Who has the best AI in robotics? When I ask people they point to @SkildAI When I ask people "how many fingers do you need to do real work?" Again they point to Skild. (Fewer fingers, but better AI, means robots are more… |
Who has the best AI in robotics? When I ask people they point to @SkildAI When I ask people "how many fingers do you need to do real work?" Again they point to Skild. (Fewer fingers, but better AI, means robots are more affordable and are… |
🚨 BREAKING: @SkildAI has hit $100 million in recurring revenue run-rate, just 10 months after beginning commercial use. Skild builds the AI "brain" for robots, software that helps them learn new tasks across different embodiments and… |
Skild's founders just dunked on the entire demo-industrial complex. Skild just disclosed a $100M annual revenue run rate, only 10 months after their first commercial deployment. 60+ paying customers, including G10 Fulfillment, Mitsui & Co,… |
We just hit 100M ARR, 10 months after our first deployment. One of the fastest growing physical companies in human history. Deeply grateful to our team and partners for making this achievement possible. We're just getting started.… |
We just hit 100M ARR within 10 months of starting deployments. We are in factory lines. On construction sites. In kitchens. In data centers. Cleaning. Welding. Building. Cooking. Deploying. https://t.co/7Hqjc3SXul |
Robots learning by watching instead of being retrained for every new task could be a major shift. Skild’s S1 is showing the idea in practice, adapting to four different kitchen tasks from video demonstrations without fine-tuning. NVIDIA,… |
Just show it how, and this robot can learn these skills. In @deepakpathak’s clip, Skild’s S1 follows four different video prompts in the same kitchen, changing its behavior without fine-tuning. In just a few weeks, NVIDIA, Skild,… |
Top stories in robotics today: - Uber and Wayve bring robotaxis to London - Altman says OpenAI ‘will definitely’ build a humanoid - MIT’s AI shows what self-driving cars are thinking - Skild wants to teach robots with a single video… |
@Arifx0001 @BitRobotNetwork Great synergy leveraging high-end and affordable tools for teleop to scale AI efficiently |
Stats time! Humanoid robot startups raised $8.6B this year. Almost none of them ship robots. The company shipping 44% of the world's humanoids is worth a fraction of the one still running pilots. Here's the humanoid money board, valuation… |
Skild AI unveiled its S1 robot foundation model. They say a robot can learn a new task by watching a video of the task. That changes deployment. Instead of writing a fresh program for each job, an operator can demonstrate once and then ask… |
Back to News ProductAI Understanding briefing The Robot Report: Skild AI unveils S1 robot foundation model The Robot Report reports that Skild AI unveiled S1, a robot foundation model that the company says can learn complex tasks from a… |
Intent imitation, L0-L320,000+ paired episodesHuman evaluation Arena The Imitator Game BenchmarkingRobotImitativeAbilityBeyondActionPrediction Xunzhe Zhou 1,2,\,† · Yiyang Cai 2,3,\ · Fengyi Wang 2,3,\ · Ran Ju 1,2,\ · Hanxiang Ren 2,4 ·… |
Brianna Wessling / The Robot Report (Firecrawl dated ~5 hours before Aug 31 evening): Skild AI unveiled S1, flagship robot foundation model. Company founded 2023 has raised nearly $1.7 billion. CEO Deepak Pathak: model uses in-context… |
AI is still so early, but so bullish. We're witnessing a huge unlock of economic value with the adoption of AI models like Claude, and more recently, agents like Grok Bot. This then filters down into the most bullish of bull points for AI.… |
Show it once. That is the entire instruction. In a post published in August, Skild AI introduced S1, a robotics foundation model prompted with a video demonstration in place of a written command. The company says the same frozen weights… |
In-Context Learning Results Hint at a “GPT Moment” for Robotics For general-purpose robots to be useful and economical, you need to be able to teach them new skills on the fly. And now we can see how this will work, with in-context long… |
Skild AI released their new model S1, Figure introduced a new way of collecting data, 1X in talks with SoftBank & much more... |
Post Log in Sign up Post Humanoids daily on X: "SoftBank is in talks to buy a majority stake in 1X at $6B, per The Information. Last September, 1X was reportedly seeking $1B at a $10B+ valuation. Control normally trades at a premium, not a… |
$14B valuation. Pre-revenue. A handful of customers. That is Skild AI today. And it is not the outlier. Physical Intelligence: $11B Generalist: $2B to $3B in months, $600M raised Skild AI: $14B Three companies. Billions in capital. Almost… |
Is it really possible for a robot to learn a new task from one human video, with zero fine-tuning? I’ve read a lot of hype around Skild’s S1, with some already calling it robotics’ “ChatGPT moment.” That sounded a bit absurd to me, so I… |
@JieWang_ZJUI These are 5-10min long tasks, ~500 demos needed for VLAs. Practically takes much longer than 50-100hrs to collect 50hrs of robot data assuming people take break or make mistake too. |
Punch: Skild S1 is 380 times more data efficient than standard VLA models! yes...let that sink in.. |
Robotics is more and more getting close to get its version of in-context learning. Skild just released S1, a robot foundation model that uses video demonstrations to define tasks instead of language instructions. Give S1 1 human video… |
This is super exciting advance in robotics AI! I believe S1 is the most impressive robot foundation model I had seen! S1, is a robot foundation model built to learn new manipulation tasks through in-context prompting In Skild’s internal… |
- Home - Posts - Markets surge, track records fall, and in-context learning hits physical AI Markets surge, track records fall, and in-context learning hits physical AI Unitree’s market whiplash, an 8.86s 100m sprint, and how in-context… |
This is the mark of a general purpose robot foundation model -- that it can be taught tasks from examples without training. We saw an early version of this from rhoda and a solid one last week from generalist, and now a really impressive,… |
Personally, working on the S1 release with the team has been one of the most satisfying accomplishments of this year. I’ve spent countless late nights discussing some of my favorite topics—like affordances and how we can build systems that… |
Show it a single human demonstration of a long-horizon task and the robot performs it right away. No fine-tuning, no retraining. Skild has released S1, a robot foundation model where you specify the task with a video demonstration instead… |
Post Log in Sign up Post Skild AI on X: "We found that to match the accuracy that S1 can achieve with just one example of prompting, current VLA models would need to be post-trained with 50-100 hours of data collection followed by… |
Post Log in Sign up Post Skild AI on X: "S1 learns new tasks like a language model. You prompt it with a video demonstration, and it outputs robot actions to complete the task in any environment and in any embodiment." - Skild AI @SkildAI… |
Post Log in Sign up Post Skild AI on X: "The first time S1 flipped a pancake, we assumed pancake flipping must have been in its pre-training data. We searched our whole pre-training data and found no examples of flipping. S1 inferred the… |
Post Log in Sign up Post Skild AI on X: "Introducing S1, our new foundation model that learns from one example. It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning. Watch S1… |
Post Log in Sign up Post Skild AI on X: "Introducing S1, our new foundation model that learns from one example. It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning. Watch S1… |
Skild AI's S1 takes a video demonstration as its prompt. No language instruction, no fine-tuning. Show it a task it has never seen, and it gets 66% of the steps right. Describe that same task in words instead, and you get 9%. Prompting a… |
🤖 Major robotics funding news! XPeng's humanoid robot unit Dogotix raises $900M at $6.3B valuation - setting record for China's embodied AI sector. Meanwhile Skild AI hits $14B valuation with $1.4B Series C for "universal brain" for… |
0:00 / 0:00 1× Introducing S1: In-Context Learning for Robotics Unseen tasks10-minute horizonsOne video promptNo post-training 13-minute read Contents Introduction Why In-Context Learning for Robotics? S1: An In-Context Learner What does… |
0:00 / 0:00 1× Introducing S1: In-Context Learning for Robotics Unseen tasks10-minute horizonsOne video promptNo post-training 13-minute read Contents Introduction Why In-Context Learning for Robotics? S1: An In-Context Learner What does… |
Post Log in Sign up Post Skild AI on X: "We built a robot brain that nothing can stop. Shattered limbs? Jammed motors? If the bot can move, the Brain will move it— even if it’s an entirely new robot body. Meet the omni-bodied Skild Brain:"… |
De-An Huang, Danfei Xu" /> Leveraging Compositionality for One-Shot Imitation Learning \| The Stanford AI Lab Blog Leveraging Compositionality for One-Shot Imitation Learning De-An Huang, Danfei Xu May 6, 2020 How do you teach a robot to… |