Wall Street’s Best Ideas: Coherent, Arista get a bid Arista Networks is among large-cap tech being scooped up by value investors amidst the sharp decline in valuations, and the Street continues to warm to fiber-optic leader Coherent. https://
thetechnologyletter.com/the-posts/wall
-streets-best-ideas-coherent-arista-get-a-bid
… $ANET $COHR
BIG TECH
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Wall Street’s Best Ideas: Coherent and Arista Get Investor Bids
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Llama4: 3 new Open Source AIs with 10 million tokens
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Boom → @MetaAI just released #Llama4, 3 new Open Source AIs with 10 million tokens. What is it worth and how to use Llama 4 for free? I tell you everything here https://
youtu.be/-Ns2-CfgXC4 -

Llama 4 Scout Available on SambaNova Cloud at 697 Tokens/Second
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Llama 4 Scout from @AIatMeta is now available on SambaNova Cloud! Fastest Inference clocked at 697+t/s. Llama 4 Maverick will be out next week, followed by higher context lengths up to 128K! Try it now on SambaNova Cloud
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WhatsApp: encrypted conversations, not used by Meta AI
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WhatsApp conversations are not used by Meta AI, nor even used by Meta. The conversations are encrypted.
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Llama 4 Scout Achieves Record 697 Tokens Per Second Speed
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Don’t blink! You might miss just how fast we’re going⚡️
— SambaNova (@SambaNovaAI) 7 avril 2025
🚀 697 t/s on @AIatMeta's #Llama4, independently verified by @ArtificialAnlys
"…the fastest output speed we have measured yet for Llama 4 Scout.” — @_micah_h
Try it now 👇Don’t blink! You might miss just how fast we’re going 697 t/s on @AIatMeta
's #Llama4, independently verified by @ArtificialAnlys "…the fastest output speed we have measured yet for Llama 4 Scout.” — @_micah_h Try it now -

Market downturn hits small-cap tech harder than Big Tech giants
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A recap of how things plunged Small, capital spending-dependent names such as Cambium Networks were devastated last week, while Microsoft managed to come away only mildly bruised. A brief data tour. https://
thetechnologyletter.com/the-posts/a-re
cap-of-how-things-plunged
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Global AI Competition Intensifies as US Raises Trade Barriers
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While the US puts up barriers to the rest of the world, the rest of the world demonstrations that it can offer increasingly competitive AI. Side-note: the Stanford AI index is an excellent, in-depth look at where things stand in AI.
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DeepSeek and the dangers of technology isolationism policy
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Nice piece by @EthanZ on DeepSeek and the perils of isolationism. If only someone in the administration might read it.
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US China Geopolitical Threat: Drone Strikes Versus Infrastructure Dominance
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China is as much as a threat as the US, we just need to pick what lunatic we want to deal with, one that parades drone strikes on humans or one that builds bridges and take over ports for 100 years at the time
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Kawasaki CORELO: Four-Legged Robot Transforms All-Terrain Transportation
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Kawasaki just unveiled CORELO — a four-legged concept robot designed to carry humans
— Rowan Cheung (@rowancheung) 7 avril 2025
Currently, it can only stand and pose, but the company plans to unveil a functional version in the coming years
CORELO could transform all-terrain transportation!pic.twitter.com/SWWw7nX0AfKawasaki just unveiled CORELO — a four-legged concept robot designed to carry humans Currently, it can only stand and pose, but the company plans to unveil a functional version in the coming years CORELO could transform all-terrain transportation!