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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.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
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Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
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Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla has expanded the footprint of a massive safety feature worldwide with a recent Software Update labeled as 2026.20.6. The expansion of the “Blind Spot Warning While Parked” feature represents the more widespread availability of the feature, which aims to prevent “dooring.”
Dooring is when a driver or passenger opens a car door into the path of an oncoming road user, usually a cyclist or motorcyclist. It is among the most common types of cycling accidents, the League of American Bicyclists says.
For this reason, Tesla created a feature that warns occupants not to open the door because an object is approaching. The feature will sound a chime, and it will also delay the opening of the door to prevent an incident.
The release notes state (via Not a Tesla App):
“If you attempt to open a door while an approaching object is detected in your blind spot (for example, a bicyclist approaching from behind) a chime sounds, and your door will not open upon initial button press. Wait a short time and press the button a second time to override the warning.”
Tesla initially rolled out this feature back in 2024 with the Model 3 “Highland.” However, it remained with the Model 3 exclusively for over a year; that was until Tesla added it to the Cybertruck this past Spring.
Now, it is making its way to the new Model Y, 2021 and newer Model S, and 2021 or newer Model X.
The prevention of dooring incidents could eliminate many injuries to cyclists, especially in an urban setting. Dooring accounts for 10-20 percent of bike-related crashes in major cities, and over 17,000 dooring-related incidents were treated in the U.S. over the course of a decade. These usually involve fractures, contusions, and head trauma.
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
SpaceX gets initial stock coverage from Tesla’s biggest bull
