Gary Zhang

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

[Gary Zhang @PrimeObjects]

@OtherSideBJ I think the key is a strong stock first then buy pullback.

[Gary Zhang @PrimeObjects]

https://t.co/DiCQlNGgBB

[MIKE @mikenevermiss]

This guy just recorded a 13-minute tutorial showing how to create an award winning website with the new kimi k3.

the web designs are insane.

[Gary Zhang @PrimeObjects]

Is software still a moat in the age of AI? What do you think will create the strongest moat in the AI era—data, distribution, domain expertise, customer relationships, or something else?

[Gary Zhang @PrimeObjects]

https://t.co/5oVvyTCuv1

[Gary Zhang @PrimeObjects]

https://t.co/Jsdt5bWBH2

[Gary Zhang @PrimeObjects]

https://t.co/Low5PNuRub

[Gary Zhang @PrimeObjects]

Check out my latest article: The Battle for AI Is Becoming a Battle for Context https://t.co/uJwFLZDPJq via @LinkedIn

[Gary Zhang @PrimeObjects]

https://t.co/otWbX1AYDn

[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

[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。