Episode 409 | Autonomy Signals: Figure AI Accelerates Commercialization, Stellantis Bets on Wayve

Episode 409 | Autonomy Signals: Figure AI Accelerates Commercialization, Stellantis Bets on Wayve

From The Road to Autonomy by Grayson Brulte

May 28, 2026 · 60 min · Episode 409

About this episode

The episode discusses advancements in autonomous technology, including Figure AI's humanoid robots and Stellantis's partnership with Wayve.

This week on Autonomy Signals presented by KPMG Grayson Brulte and Rob Grant discuss Figure AI’s first commercial humanoid deployment with Catalyst Brands, Stellantis L2++ partnership with Wayve , and Starship Technologies surpassing 10 million autonomous deliveries. Figure AI recently signed a commercial agreement with Catalyst Brands to deploy humanoid robots at a JCPenney distribution center in Reno, Nevada, integrating Figure’s humanoids into Catalyst’s Joey Pouch sorting system. As new management at Stellantis looks to turn around the global OEM, the company is pursuing a partnership over build strategy to accelerate their expansion into the L2++ market, with a targeted launch beginning with the Jeep Grand Cherokee. Then there is Starship Technologies, which recently surpassed 10 million autonomous deliveries with 3,000 robots operating across more than 300 locations in eight countries. The company says autonomous delivery is already $3 to $4 cheaper than rider-based models, with a long-term target of $1 per drop, though sustained profitability will require lowering the teleoperator intervention rate to near zero while navigating city-by-city municipal regulation. Episode…

People in this episode

Host: Grayson Brulte

Guest: Rob Grant

Topics covered

  • autonomous delivery
  • humanoid robots
  • partnerships
  • commercialization
  • technology advancements
  • business strategy

Keywords

  • Figure AI
  • Catalyst Brands
  • Stellantis
  • Wayve
  • Starship Technologies
  • autonomous deliveries
  • humanoid robots
  • commercialization
  • L2++ market

Sponsors

KPMG

Mentioned in this episode

Organizations: Figure AI, Catalyst Brands, Stellantis, Wayve, Starship Technologies

Places: Reno, Nevada, U.S.

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