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DARPA-winning robotics team faces boycott over interest in AI weapons development
South Korea’s KAIST University, the school behind the advanced humanoid DRC-HUBO robot that won DARPA’s 2015 Robotics Challenge, is facing a boycott from some of the world’s top AI researchers. The boycott comes amid reports that KAIST is developing AI weapons in collaboration with South Korean defense company Hanhwa Systems.
The boycott against KAIST is headed by Professor Toby Walsh of the University of New South Wales, who stated that the university’s work with Hanhwa, a known weapons developer in S.Korea, stands as one of the signs that the arms race for autonomous weapons is beginning. According to Walsh, him and 49 of his peers across 30 different nations are unanimous in the notion that KAIST’s initiatives will only accelerate the AI weapons race.
“We can see prototypes of autonomous weapons under development today by many nations including the US, China, Russia, and the UK. We are locked into an arms race that no one wants to happen. KAIST’s actions will only accelerate this arms race. We cannot tolerate this. This is a very respected university partnering with a very ethically dubious partner that continues to violate international norms,” Walsh said, according to a report from The Verge.
Under the terms of the boycott, all contact and collaboration with KAIST would be forbidden. These academic sanctions will be enforced until the South Korean university can assure that the weapons it will develop will have a form of “meaningful human control.”
KAIST President Sung-Chul Shin, however, argues that the university is not engaged in any programs that will result in the development of deadly AI-powered robots.
“I would like to reaffirm that KAIST does not have any intention to engage in development of lethal autonomous weapons systems and killer robots. I reaffirm once again that KAIST will not conduct any research activities counter to human dignity including autonomous weapons lacking meaningful human control,” Shin said.
KAIST’s projects with Hanhwa Systems came into light after a report from The Korea Times. According to the publication, 25 researchers from KAIST will be working with the weapons maker in order to develop AI arms, which would be capable of searching for and eliminating targets without human control. Among the weapons mentioned in the report are AI-based missiles that can control their altitude as well as AI-equipped unmanned submarines and quadcopters.
KAIST’s prowess in robotics were in full show in 2015, when the South Korean university joined DARPA’s Robotics Challenge. During the competition, the team’s biped robot, dubbed the DRC-HUBO, bested its competitors by achieving a perfect score in an obstacle course. KAIST won $2 million as a result of its efforts.
As we noted in a previous report, Tesla CEO Elon Musk has been vocal about his reservations on the dangers of unregulated AI. Just last year, Musk boldly stated that the next world war might be caused by the spread and the advent of over-advanced, uncontrolled artificial intelligence. Considering the nature of the projects being conducted by KAIST and Hanhwa, Musk’s apprehension about the risks of AI does appear to be well-founded.
A look at futuristic military combat robots from the US Miliary’s Research Labs.
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
