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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.
News
Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
-->For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
Tesla appears to be making a change to its exterior side repeater cameras, which are used for the company’s Full Self-Driving suite, and other features, like Sentry Mode.
The change appears to be a potential upgrade in preparation for the AI5 suite, which CEO Elon Musk said will be present on a handful of vehicles next year, but will not be widely implemented until 2027.
Currently, Tesla uses a Sony sensor lens with the model number IMX963, a 5-megapixel camera with better dynamic range and low-light performance over the past iteration in Hardware 3 vehicles. Cameras in HW3 cars were only 1.2 megapixels.
However, Tesla is looking to upgrade, it appears, as Tesla hacker greentheonly has spotted a new sensor model in its firmware code, with the model number IMX00N being explicitly mentioned:
Looks like Tesla is changing (upgrading?) cameras in (some?) new cars produced.
Where as HW4 to date used exterior cameras with IMX963, now they (might potentially) have something called IMX00N— green (@greentheonly) December 1, 2025
Sony has not announced any formal specifications for the IMX00N model, and although IMX963 has been used in AI4/HW4 vehicles, it only makes sense that Tesla would prepare to upgrade these external cameras once again in preparation for what it believes to be the second hardware iteration capable of fully autonomous self-driving.
Tesla has maintained that AI4/HW4 vehicles are capable of self-driving operation, but AI5 will likely help the company make significant strides, especially in terms of overall performance and data collection.
Tesla last updated its exterior cameras on its vehicles back in early 2023, as it transitioned to the 5-megapixel IMX963. It also added additional cameras to its vehicles in January with the new Model Y, which featured an additional lens on the front bumper to help with Full Self-Driving.
Tesla’s new self-driving computer (HW4): more cameras, radar, and more
Tesla sees sharp November rebound in China as Model Y demand surges
Tesla bear gets blunt with beliefs over company valuation
