Gary Zhang

Enterprise AI | Product leadership | Founder | Advisor | CTO | Investor
Turning AI agents into secure, scalable business outcomes.

[Gary Zhang @PrimeObjects]

Why AI Agents Fail: It Is Not Always the Model’s Fault

https://t.co/SFoIoFeUlL

[小互 @xiaohu]

AMD 推出了一款和Mac mini 大小差不多的

本地 AI 开发平台

对标英伟达的 DGX Spark（GB10）

128GB 统一内存，无需联网可在本地跑最高 2000 亿参数的大模型

所有模型运行环境都配置好了，宣称：从开机到出 token 只要几分钟...

能跑GPT OSS 120B、Qwen 3.5 122B、Qwen 3.6B、GLM 4.7 Flash 30B等模型

配置置带 Wi-Fi 7、蓝牙 5.4、10GbE 有线网口、4 个 USB-C 口（其中一个用于供电）、一个 HDMI 2.1b 输出。

售价 3999 美元起

[rody @0x_rody]

https://t.co/njY8bf6oVu

[Forbes @Forbes]

Rocketmaker SpaceX began trading on the Nasdaq Friday, boosting Elon Musk’s fortune to an estimated $1.1 trillion.

The idea of anyone becoming a trillionaire seemed unfathomable even just a couple years ago.

Here's a closer look at Musk's race to the top: https://t.co/FaIFthbWYG

[Gary Zhang @PrimeObjects]

Every investor is pricing the headline. Nobody is pricing the warehouses. Coupang owns the logistics backbone of Korea — and is quietly building the same thing in Taiwan, faster than it did at home. $CPNG, #logistics, #Taiwan
https://t.co/HqC2DnPOHt

[EncodeAlpha @EncodeAlpha]

https://t.co/LWt4IHKVNp

[Gary Zhang @PrimeObjects]

Check out my latest article: Designing an Enterprise-Grade RAG Database Architecture https://t.co/MYLy6OAnVE via @LinkedIn

[Gary Zhang @PrimeObjects]

Cosmos DB explicitly positions the integrated vector store as a way to avoid copying data into a separate vector database, and vector policies/indexes are effectively immutable after creation, so schema mistakes are expensive.

[Gary Zhang @PrimeObjects]

大机构确实喜欢“可控、合规、性能确定性”，所以做专用链/联盟链/许可链/应用链是长期趋势之一。

但另一条同样强的趋势是：
资产发行/结算走专用通道，流动性与交易/抵押仍回到最深的市场。
原因是钱在哪里、对手方在哪里、抵押品在哪里，决定了很多金融活动的重心。

换句话说：即使 USDC 的“机构清结算”很多在 Arc/CPN 里跑，二级市场流动性、抵押借贷、衍生品定价未必会跟着一起搬家。文章把“支付结算层变化”直接等同于“资本市场/AI Agent 叙事都与通用公链无关”，论证不足。

[Gary Zhang @PrimeObjects]

对大多数 L1/L2 来说，gas 费收入通常很难稳定覆盖到“金融级公司想要的利润规模”，原因很简单：
•费用会被市场竞争压低（尤其当目标是支付/结算基础设施时，更倾向低费率）。
•即便交易量大，单笔费用也可能很低，未必比“吃利差/储备收益”更强。

Circle/CPN 更像是要做网络效应 + 合规接入 + 清结算服务（也就是“收费站/路网运营”的比喻），而不是指望单纯链上 gas 变成利润引擎。CPN 的描述重点就是连接金融机构、合规模块、API、跨境结算效率，而不是“我们要靠 gas 赚钱”。

[Gary Zhang @PrimeObjects]

“稳定币=以太坊的压舱石”这句话只对了一半

稳定币确实是链上最重要的应用之一，但现实是：
•稳定币是多链分布的，而且近两年大量支付/转账活动是往更便宜的环境迁移（很多情况下是以太坊 L2 或其他高吞吐链），并不等于“离开以太坊生态”。
•以太坊的价值来源也不止“稳定币转账 gas”，还包括：L2 结算需求、资产发行与交易、借贷/衍生品等资本市场活动、安全性溢价、MEV/区块空间需求等。

要证明“ETH 会凉”，至少要证明：稳定币发行与结算、链上资本市场流动性、资产发行与抵押品体系会系统性转移到 Arc/Plasma/Stable 之类的新链上，并且这种转移会长期不可逆。文章并没有给出这些证据链。

[Gary Zhang @PrimeObjects]

@turingou 今年的春晚让你感到自由的创作，开放和包容

[Gary Zhang @PrimeObjects]

China’s massive electricity output (reported as ~10,000 TWh in 2024) and strong renewable/energy infrastructure, meaning lower-cost, large-scale AI datacenters are easier to build — a structural edge for cost-sensitive, hyperscale training

[Gary Zhang @PrimeObjects]

I came across an article on Medium that serves as a wake-up call for us to pay closer attention to this kind of “out-of-control” situation.

https://t.co/BCFpah5fJ4

The $47,000 Wake-Up Call

Last year, our team deployed what we thought was a simple multi-agent system to production. Four LangChain agents coordinating via A2A to help users research market data.

Week 1: $127 in API costs. Perfect.

Week 2: $891. Hmm, usage growing.

Week 3: $6,240. Wait, what?

Week 4: $18,400. Panicking

Total damage: $47,000 before we finally pulled the plug.

The culprit? Two agents got stuck in an infinite conversation loop. For 11 days. While we slept. While we worked. While we believed “it’s just running smoothly.”

This is the state of multi-agent systems in 2025.

[Coinbase Institutional 🛡️ @CoinbaseInsto]

When we look at the altcoin market following last month’s crypto derivatives market shake-up, the OI -dominance ratio has reset to 1.2, down from 1.4.

So, what does a drop in OI-dominance mean for altcoins?

Open Interest (OI) tracks the total number of active derivative contracts—futures and perpetuals—that haven’t been settled. The OI-dominance ratio compares open interest to market cap. When this ratio is high (like 1.4), it often signals excess leverage and speculative froth—conditions that can trigger liquidation cascades during volatility.

This is a positive sign, as it typically lowers the chances of another immediate liquidation wave. The total market cap for altcoins is hovering just above $1 trillion, which adds to the overall stability.

Get early access to these and other key insights in this Crypto Market Positioning report by subscribing to Coinbase One—if you haven’t already ↓

https://t.co/5h5ROkhu0A

[Gary Zhang @PrimeObjects]

@moonfarm_eth @sharplink What is your data source?

[Gary Zhang @PrimeObjects]

@sharplink What is your staking rate?

[Book Therapy @Book_therapy223]

Always Remember

📖: The 48 Laws of Power

[Gary Zhang @PrimeObjects]

Awesome, plus Apple and Meta are buying billion $ service from $GOOGL, this company is a hidden gem to invest now.

[AI Frontliner @AIFrontliner]

Google Nano Banana is INSANE.

People are getting crazy creative with it.

10 wild examples:

[Gary Zhang @PrimeObjects]

@AIFrontliner Awesome, plus Apple and Meta are buying billion $ service from $GOOGL, this company is a hidden gem to invest now.

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

This is positive for stocks
👇