OpenAI's $20k/month Agent, GTC 2025, & More

TLDR;

Today, we cover the upcoming AI event of the year: NVIDIA’s GTC 2025.

We then discuss several technological announcements, like a state-of-the-art reasoning model from China that beats DeepSeek R1 despite being 20 times smaller, the discovery of Google’s Co-scientist, and a new LLM-as-a-Judge model.

Furthermore, we discuss Apple’s $14k consumer-end supercomputer, as well as OpenAI’s latest rumored agent plans offering tiers up to $20,000/month (yes, that number is real).

Finally, I will present a demo of what’s probably the most viral AI product these past few days, Sesame, which you can try for free.

EVENT OF THE WEEK

NVIDIA Deep Dive 2.0

Welcome back! This week, we have a special edition. Our newsletter, packed with business leaders and AI insiders, has caught the attention of none other than NVIDIA.

Thus, I’m happy to announce that they have decided to support this week’s newsletter ahead of their GTC event, the event that sets the pulse for the AI industry every year, which is coming up in a few weeks and has free registration.

But why should you care about this event as much as I do?

NVIDIA’s stock ($NVDA ( ▼ 1.98% ) ) represents the market's pulse toward AI. Understanding NVIDIA is understanding AI public investing. Despite this, the company’s value proposition is deeply misunderstood. It’s seen as a chip designer and nothing more, which is terribly misleading. Today, we are diving deep into NVIDIA’s true value proposition and strategic plans for the future.

But if you wish to understand NVIDIA’s strategy and the industry's direction from the words of its leaders, you must attend GTC 2025. Needless to say, GTC 2024 saw the announcement of Blackwell GPUs, Infiniband and Spectrum networks, Project Gr00t for robotics, and personal computers like Jetson, all staples of NVIDIA’s record-setting past year.

Consequently, the world will once again pay unwavering attention to the more than 1,100+ free sessions the event offers. Moreover, I will point out the exact sessions I will attend.

And without further ado, let me explain to you NVIDIA’s strategy for 2025.

Every Paradigm Needs Its Thing

When we covered NVIDIA in our deep dive a few months ago, we went beyond the usual analysis. That day, we learned that NVIDIA’s strategy went well beyond chips.

Nonetheless, NVIDIA is positioning itself in five “new” categories: consumer-end hardware, physical AI, simulations, autonomous vehicles, and cloud computing.

And while all five are worth discussing, today, I’ll focus on those that impact you the most: physical AI, simulations, and cloud computing, also known as the agentic plays.

But why?

The thing with agents, which are all the rage right now, is that… they mostly don’t work. In fact, they are a distant mirage of what their marketing teams advertise.

Exploring AI’s Limits

Everybody says 2025 is the year of agents, but I prefer the following view: 2025 is the year of robotics and reward engineering.

But why? Because agents are a lie right now due to their limitations.

If you look at…

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