Skild AI hit $100M in run-rate revenue selling robots a brain that learns from one video

Skild AI says it has reached $100M in recurring revenue run-rate ten months after its first commercial deployment, with hundreds of robots running at more than 60 companies. Its S1 model learns tasks from a single video without prior training data, which is the behaviour Europe’s Machinery Regulation newly regulates from January 2027.

Skild AI has reached $100M in recurring revenue run-rate ten months after its first commercial deployment, Bloomberg reported. Its software runs on hundreds of robots at more than 60 companies, up from eight earlier this year.

“This is a major milestone for us as it signifies a new chapter for robotics, moving from an era of demos to an era of deployments,” said co-founder and chief executive Deepak Pathak.

The company raised $1.4B in January at a $14B valuation, more than tripling in seven months. Skild’s president told TNW last month that revenue in 2025 was around $30M.

What it sells is a general robot brain rather than a program for one task.

Its S1 model, launched last month, learns a task by watching a single video of a person doing it, including sequences running past ten minutes. Potting a plant, brewing coffee, assembling a kit.

“The first time it flipped a pancake, we could not believe it,” Pathak said, describing a task the model had never seen in training data.

Skild puts S1 at 96% on tasks it has seen and 66% on ones it has not, and says one demonstration does the work of roughly 380 post-training examples.

Europe has a name for a machine that changes what it does after it ships.

The Machinery Regulation replaces the machinery directive on 20 January 2027, and covers AI-based safety functions and machinery with self-evolving behaviour for the first time. Both need a notified body rather than a manufacturer’s own declaration.

A model whose selling point is performing work absent from its training data is close to the centre of that definition. Nobody has assessed one yet, because the regime does not start for sixteen months.

Skild has not said whether it sells into Europe. The customers Pathak described are cafes in Japan and warehouses in the United States, and the company declined to name them.

It has been buying rather than only selling. In April it acquired Zebra Technologies’ robotics automation business, which Bloomberg’s account does not mention.

Europe is running these machines already. A wheeled humanoid from a British startup worked an eight-hour shift at Siemens’ Erlangen plant in January, moving about 60 totes an hour beside human staff.