320亿估值独角兽Skild AI：两位教授造出「不死」大脑，震撼科技圈

Core Insights - Skild AI is revolutionizing the robotics industry with its innovative AI system, Skild Brain, which allows robots to adapt and perform tasks even when physically impaired [2][28] - The company's valuation has skyrocketed from $1.5 billion in July 2024 to $4.5 billion by June 2025, reflecting significant investor interest and confidence in its technology [6][28] Company Overview - Skild AI, founded in May 2023, is a spin-off from Carnegie Mellon University, focusing on developing a universal AI system for various robotic applications [5][6] - The founders, Abhinav Gupta and Deepak Pathak, are renowned professors in robotics and computer science, with extensive academic and industry experience [8] Technology and Innovation - Skild Brain aims to solve the fragmentation issue in the robotics industry by enabling a single AI model to control multiple types of robots for various tasks [10][11] - The technology allows robots to learn from past experiences, significantly enhancing their operational efficiency and adaptability [16][17] Competitive Advantages - Skild AI has established three key barriers to entry: - Technical Barrier: Skild Brain possesses a memory capability that far exceeds traditional robots, allowing for improved learning and adaptation [16][17] - Data Barrier: The company utilizes a unique data acquisition strategy, including simulation training and real-world data collection, creating a robust feedback loop for continuous improvement [18][20] - Ecosystem Barrier: Partnerships with major investors and industry players like SoftBank and Amazon provide Skild AI with resources and support that are difficult for competitors to replicate [21][22] Commercialization Efforts - Skild AI is actively pursuing commercialization, having formed partnerships with HPE and LG CNS to address computational challenges and explore model licensing in logistics and industrial applications [23][24] - The company has demonstrated significant cost advantages, deploying its technology on lower-cost robotic systems compared to traditional custom solutions [26] Future Outlook - The rapid increase in valuation and the innovative approach of Skild AI suggest a promising future for the company as it aims to create a universal brain for robots, enhancing their capabilities in various sectors [28][30]