Elon Musk claims AI accelerates degree devaluation, with universities mainly retaining social value, and hiring focusing on problem-solving ability rather than diplomas. Musk has previously promoted self-developed hardware through Tesla Dojo and the AI5 chip, continuing his vertical integration strategy. Tesla is mobilizing resources to build its own wafer plant and chips, aiming to reduce dependence on NVIDIA/TSMC, strategically targeting an exponential decrease in AI training costs to support Robotaxi and Optimus. This event is part of Tesla's transition from automotive to full-stack AI/robotics hardware, with Musk at the forefront of vertical integration, representing a restructuring of the industry chain where self-developed chips and factories break external bottlenecks driven by a surge in hardware demand under AI.