The Workshop
Professional Briefing

๐Ÿ’ผProfessional Briefing - Friday, May 29, 2026

Good morning. Here's your industry read.

โšกEnergy & Compliance

๐Ÿ“‹Building Performance Standards

  • Washington CBPS Tier 1 - Monday, June 1 (3 days out). Buildings 220,000+ sq ft must demonstrate compliance via the EUI target pathway or the investment-criteria pathway, with benchmarking, Energy Management Plan, and O&M program documentation in place. Penalty structure: $5,000 for missing documentation plus $1.00/sq ft per year of continuing violation, accumulated daily for up to 18 months. Tier 2 EMP/O&M plan deadline is July 1 (33 days out) - that's the documentation deliverable for Tier 2 (90,000โ€“220,000 sq ft) - even though Tier 2 full compliance isn't until June 2027. Last call to confirm any 90K+ sq ft client is staged for the July 1 plan, not waiting until next year.
  • Oregon ODOE Early Compliance funding round - applications due 5:00 PM July 10 (42 days out). $14M total: $2M state general fund plus $12M federal CERTA subrecipient money. Per-building incentives up to $0.85/sq ft for Tier 1 and $0.35/sq ft for Tier 2 compliance, with per-building caps of $10,000โ€“$50,000 by building type. Earliest Oregon BPS compliance is still 2028 - this round is about banking incentive dollars for early action, not catching a deadline. Heads up: ODOE closed the legacy Property Inventory List on May 1 and is migrating building-owner data to the new compliance platform, so portal access patterns may have shifted.
  • Colorado annual benchmarking - Monday, June 1 (3 days out). HB25-1269 removed the 2026 interim performance requirement and waived the 2026 noncompliance penalty; reporting season still runs July 1 โ€“ November 1. Benchmarking submission still required. Focus has shifted to 2030 targets.
  • Philadelphia Tier 1 - Monday, June 1 (3 days out). First year of compliance for buildings 220,000+ sq ft. Flag for any multi-market portfolios.
  • Idaho - Still on 2018 IECC with state amendments. No state BPS. House Business Committee killed the 2024 IECC adoption package in February; state holds the line through at least the 2027 session.

Facilities Dive's 2026 BPS map still tracks 40+ cities with active BPS by end of 2026 plus the active state-level programs. Across the nine jurisdictions with hard BPS penalty structures, exposure runs $100/day at the entry end to $268/ton COโ‚‚ (NYC LL97), with the largest documented exposure still in the multi-million-dollar range at the top of the building stock under DC BEPS.

๐Ÿ”ŒUtilities & Programs

Idaho Power PCA - June 1 effective date (3 days out), Case IPC-E-26-10. $51.56M, 3.02% average increase; combined with the FCA the typical 900 kWh residential bill moves about $3.64 (3.15%). IPUC's press-release list shows the May 4 docketing of both IPC-E-26-06 and IPC-E-26-10 - and as of this morning still no final order published in IPUC's May 2026 press releases. The May 4 docketing remains the most recent official IPUC action. Rates are scheduled to take effect Monday regardless; commission action will be retroactive if it lands after June 1. This stacks on the 9.74% Idaho Power general rate increase in effect since January - cumulative 2026 pressure on commercial customers remains well into double digits.

Avista 7.4% Idaho electric increase - in effect since May 1. $25.2M total revenue increase; residential 939 kWh bill moved from $115.54 to $124.44 (+$8.90/month). Driven by the energy-efficiency rider request Avista filed February 13. Separately, the August 2025 base-rate settlement layers in another 4.5% (~$14.7M) increase effective September 1, 2026 - the multi-year settlement is now visible on the 2026 trajectory. Public comment still accepted via puc.idaho.gov.

Northern Lights Inc. Wildfire Mitigation Plan - comments still open at IPUC (Case C10-E-26-01, opened May 4). Rural electric co-op covering Bonner, Boundary, Kootenai, Pend Oreille counties. Same wildfire-plan structure now applied to all regulated entities. Flag if a client has north-Idaho properties.

NEEA EFX27 dated. The Northwest's regional energy-efficiency conference is set for May 18โ€“19, 2027 in Wenatchee, WA. NEEA's EFX26 recap from Boise (May 5โ€“6) remains the freshest market-transformation read; the conference page is now showing EFX27 details for early calendaring.

๐Ÿ›๏ธIdaho Energy Policy

Lex Portneuf data center - DENIED by Pocatello hearing examiner (May 19). Major reversal. Examiner Kathleen Lewis denied the conditional use permit for the $2.26B AI campus at the former Hoku site, overruling planning staff who had recommended approval. Lewis cited the seven-part test in ยง17.02.130.D of the Pocatello Municipal Code, with the binding finding under ยง17.02.130.D.4 - the application "does not adequately address that the project could be served by public facilities and services." She specifically called for impact analysis on power, water, wastewater, and air quality before any conditional use approval could stand. Lex Developments (Gus Schultz, Gilbert AZ) publicly vowed to return. The appeal window is 14 days from the recorded decision - which closes around Tuesday, June 2 for a written appeal to the Pocatello City Council. No additional public comment is accepted at the appeal stage; council decides on the record.

Bigger picture: the post-HB 911 large-load pipeline just got its first real "no" at the local-permit level. Idaho Power's service letter confirming a 100+ MW load increase was on file; the project still couldn't clear municipal code. That's a different failure mode than the HB 911 utility process and worth tracking for any large-load client - the municipal permit can become the binding constraint before the IPUC ever gets the file. Meta Kuna cleared its local permitting in 2024; this is the first contested denial in this cycle.

Ada County zoning rewrite - Board of County Commissioners is the next stop. P&Z recommended approval on May 22 of the comprehensive zoning rewrite, including the solar-farm amendment that "strongly discourages" rather than prohibits solar on prime farmland. BOCC date not yet on the public calendar. Continues to be the inflection for any Ada County prime-farmland solar site under control.

HB 911 (Electricity, New Large Loads) - fully in effect. IPUC approval is the regulatory gate for new electrical loads of 50 MW+ at a single service entrance. Service contracts must include the "no harm test" for existing customers, plus cost allocation, financial security, and dispute-resolution provisions. HB 756 (introduced March 2026) would push the cost-allocation question further: any new customer needing 20 MW+ would fund its own infrastructure outright. Still in committee. The Pocatello denial shows the local-permit lever existing in parallel with these state-level statutes.

Idaho net-metering - Use post-September 2025 rates (the IPUC order cut Idaho Power residential solar export rates ~31%, or ~32% by Sierra Club's number) for any 2026โ€“2027 residential PV modeling. Next formal review window opens April 2028. Avista and Rocky Mountain Power still credit at substantially more favorable bill-credit rates inside their Idaho footprints.

๐ŸŽ“Industry Events

  • ASHRAE Idaho Tech Conference - TODAY, Friday May 29, 8:00 AMโ€“5:00 PM, Boise Centre on the Grove (850 W Front St, Boise). Full-day technical program.
  • ASHRAE Idaho Golf Tournament - Friday, June 5 (7 days out), 8:00 AMโ€“2:00 PM, Eagle Hills Golf Course, Eagle.
  • ASHRAE Idaho June Chapter Meeting - Wednesday, June 10 (12 days out), 11:30 AMโ€“1:00 PM, U of I Water Center (322 E Front St, Boise).
  • ASHRAE Annual Conference - June 27โ€“July 1, JW Marriott Austin, TX. Eight technical tracks; this year's program leans heavily into AI, decarbonization, and building-systems innovation.
  • ODOE Early Compliance application deadline - July 10, 5:00 PM Pacific. Not an event, but the next must-hit Oregon date.
  • Pocatello data center appeal window closes ~June 2 if Lex Developments files. Council-of-record proceeding - no additional public comment.

๐Ÿ’ผProfessional & Networking

Quiet regional week beyond the ASHRAE Tech Conference today - energy-policy side dominates again (Pocatello appeal clock, June 1 deadline cluster).

  • ULI Idaho - Known event on the chapter calendar: Tuesday, June 16, 12:30โ€“1:30 PM (title not public without member login). Full RSVP and details via the chapter portal at idaho.uli.org/events.
  • Boise Metro Chamber / BYP - Calendar at web.boisechamber.org/events (member session required for full detail). Business After Hours remains the monthly anchor.
  • ASHRAE Idaho - Tech Conference today, then golf June 5; full schedule via idahoashrae.starchapter.com/calendar.php.
  • Boise Leaders Networking Group - Weekly noon luncheon. boisenetworking.com
  • Network After Work Boise - meetup.com/network-after-work-boise

๐Ÿค–AI Brief

Anthropic's Thursday May 28 print was bigger than the rumor. What was reported earlier in the week as a "$30B round at $900B" closed at $65B at $965B post-money - a Series H led by Altimeter, Dragoneer, Greenoaks, and Sequoia, with $15B of previously committed capital folded in (including $5B from Amazon). The valuation cleared OpenAI's $852B March reference by ~$113B, making Anthropic the most valuable private AI company in the world. Anthropic also disclosed an updated $47B annualized revenue run-rate (up from $30B earlier in 2026, $10B for full-year 2025) and shipped Claude Opus 4.8 the same morning - a fast follow on Opus 4.7 that pushes coding from 64.3% โ†’ 69.2% on the Anthropic agentic-coding benchmark and ships with effort-control settings, dynamic workflows in preview, and a Messages-API change that allows system entries mid-conversation without breaking prompt caching. The fast-mode variant runs ~2.5x faster than 4.7 at roughly one-third the cost, with standard-mode pricing held constant. The $965B / $47B run-rate combination puts trading multiple around 20x revenue - meaningfully tighter than the 30x implied by the earlier $30B/$900B framing.

Subtext: with both Anthropic and OpenAI now camped at near-trillion-dollar private valuations and openly targeting Q4 2026 IPOs (Anthropic October, OpenAI September windows), the cost-per-token pressure from Chinese labs that CNBC flagged last week is now the central question for any prospectus. Public markets will price the commoditization risk on the way in, not after.

๐Ÿ”งTools & Models

  • Claude Opus 4.8 - shipped May 28. Sharper judgment, more honesty about progress, longer independent work, effort-control settings, dynamic workflows (preview). Benchmark deltas: agentic coding 64.3 โ†’ 69.2%, multidisciplinary reasoning with tools 54.7 โ†’ 57.9%, knowledge work 1753 โ†’ 1890 Elo, financial analysis 51.5 โ†’ 53.9%. Fast mode runs ~2.5x faster at ~1/3 the cost of the prior Opus 4.7 fast mode; standard pricing is unchanged from 4.7. Worth being deliberate about the upgrade - Opus 4.7 model IDs continue to work, but new development should target 4.8.
  • Code with Claude London (May 26) - two managed-agent capabilities landed. Self-hosted sandboxes (public beta) let enterprises run agent tool execution on their own infrastructure or via Cloudflare/Daytona/Modal/Vercel, keeping files inside their security perimeter. MCP tunnels (research preview) let agents reach private MCP servers without exposing them to public internet. With last week's MCP-tunnel + sandbox enterprise security release and the May 8 "Dreaming"/multi-agent orchestration update, the Anthropic managed-agent stack is now the most complete enterprise-agent platform on the market.
  • Google I/O 2026 (May 19) - Gemini 3.5 Flash GA, Gemini Omni, Gemini Spark. Gemini 3.5 Flash is frontier-level at action-oriented benchmarks (Terminal-Bench 2.1 76.2%, MCP Atlas 83.6%) and beats Gemini 3.1 Pro on agentic and coding tasks at Flash pricing. Gemini Omni is the new any-input-to-any-output model - image, text, video, or audio โ†’ cohesive output - with Omni Flash rolling out now to AI Plus/Pro/Ultra subscribers via the Gemini app and Google Flow. Gemini Spark is a 24/7 background agent for long-running cross-device tasks; integrates Gmail/Docs/Workspace first, third-party tools via MCP "in the coming weeks." Google's distribution leverage continues to do real damage at mid-tier pricing.
  • AWS MCP Server - GA (recap from last week). Full AWS API coverage with IAM-based governance. Supported path for agentic workflows against AWS, not a community shim.
  • Microsoft Agent 365 + SASE for agents - GA (recap). Threat detection, blocking, and agent-threat-hunting for agentic deployments. Agents as identity-bearing principals inside enterprise networks.
  • Stanford Marin - first fully open model on JAX (May 28). Academic-side reference release. Worth flagging if a client cares about reproducibility or supply-chain provenance on the model side.

๐Ÿ“ˆBusiness & Market

  • Anthropic $65B Series H at $965B (May 28). Altimeter, Dragoneer, Greenoaks, Sequoia leading; $15B of previously committed capital folded in (incl. $5B Amazon). Second mega-raise of 2026. Annualized run rate moved from $14B in February to $30B in April to $47B disclosed Thursday. Surpasses OpenAI $852B March reference; Anthropic now most valuable private AI company globally.
  • Saris (agentic banking workflows) - $28.8M Series A (May 28). 8VC led; Audacious, Homebrew, Btech Consortium, Service Ventures participated. Sector pattern: capital flowing toward regulated/operationally painful workflows (banking ops, tax, insurance, oncology coordination, investment-research data).
  • Q1 2026 global startup funding ~$300B. AI consolidating the late-stage share. Foundational-AI funding in Q1 doubled all of 2025. Q2 has now compressed the frontier-lab valuations into the trillion-dollar zone.
  • Trump AI executive order - still on hold. Voluntary 90-day pre-launch model-sharing framework pulled May 21 before signing. No new signing date. Federal pre-deployment review remains informal-only.

๐Ÿ’กWorth Knowing

  • Anthropic credit-metering for third-party agent harnesses - 17 days out (June 15). Pro $20/mo, Max 5x $100/mo, Max 20x $200/mo in credits for outside-Claude usage. Inside Claude (Code, Desktop, web) unchanged. If you're running production against a Pro/Max plan via an outside harness, this is the week to model the cap or move to API billing.
  • Claude 4 API deprecation - 17 days out (June 15). Sonnet 4 and Opus 4 retire from the API. Audit pinned model IDs in production. With Opus 4.8 now shipping, the upgrade path is 4 โ†’ 4.8 directly if you haven't moved already. Tokenization can shift token counts up to ~35%, so budget for the change.
  • MCP-native is the procurement bar. Claude Code is fully MCP-native; Cursor and Codex support MCP servers with config; GitHub Copilot has partial support; Google Spark/Gemini will hit third-party MCP "in the coming weeks." AWS MCP Server is GA; Anthropic just shipped MCP tunnels for managed agents. If a tool the client wants to integrate doesn't expose MCP by end of summer, treat it as a procurement red flag - not a feature gap.

๐Ÿ”—Worth Reading

Generated on Friday, May 29, 2026