For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.
Thesis
Skild AI is the Carnegie Mellon-rooted competitor to Physical Intelligence in robotics foundation models, founded by Deepak Pathak and Abhinav Gupta. The "Skild Brain" thesis is identical in shape — one model, many robot bodies — and the team has raised across multiple rounds with Lightspeed, Coatue, and SoftBank leading capital, valuing the company at multiple billions before any meaningful revenue.
The investment case is the same two-or-three-winner outcome as Physical Intelligence: if robotics foundation models follow the language-model scaling curve, the layer is structurally valuable. The risk is that Skild remains second to Physical Intelligence in mindshare and the gap widens with each capability release.
Catalysts
- Skild Brain capability milestones versus Physical Intelligence's π series
- Commercial pilots with humanoid and industrial OEMs
- Funding round valuation marks
- Open-source / partnership strategy versus closed foundation models