The Workshop
Professional Briefing

๐Ÿ’ผProfessional Briefing - Monday, June 1, 2026

Good morning. Here's your industry read.

โšกEnergy & Compliance

๐Ÿ“‹Building Performance Standards

  • Washington CBPS Tier 1 - TODAY, Monday June 1. 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 (30 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.
  • Colorado annual benchmarking - TODAY, Monday June 1. 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 - TODAY, Monday June 1. First year of compliance for buildings 220,000+ sq ft. Flag for any multi-market portfolios.
  • Oregon ODOE Early Compliance funding round - applications due 5:00 PM July 10 (39 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.
  • 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 - effective TODAY, 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 feed still shows the May 4 docketing of both IPC-E-26-06 and IPC-E-26-10 as the most recent official action - no final order has been posted as of this morning. Rates take effect on schedule; any commission action that lands after June 1 will be applied retroactively. 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 - that increment 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.

NEEA Board meeting - Helena, MT, June 23โ€“24 (22 days out). Quarterly hybrid format. Market-transformation deck updates from Q2 typically land here. EFX27 still on the calendar for May 18โ€“19, 2027 in Wenatchee, WA.

๐Ÿ›๏ธIdaho Energy Policy

Lex Portneuf data center appeal window closes ~Tuesday, June 2. The 14-day clock from hearing examiner Kathleen Lewis's May 19 denial of the conditional use permit runs out tomorrow. If Lex Developments files, the matter goes to the Pocatello City Council on the existing record - no additional public comment. If they don't file, the denial stands and the $2.26B AI campus at the former Hoku site is dead at the local-permit level. The binding finding was under ยง17.02.130.D.4 of the Pocatello Municipal Code: the application "does not adequately address that the project could be served by public facilities and services." Worth watching: this remains the first contested local-permit denial of the post-HB 911 large-load cycle. The municipal permit became the binding constraint before IPUC ever opened the service-contract file.

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 point 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.

Idaho net-metering - Use post-September 2025 rates (the IPUC order cut Idaho Power residential solar export rates ~31%) for any 2026โ€“2027 residential PV modeling. The PUC has now frozen solar export credit rates through 2028 to give customers stability after the rate reduction. 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 Golf Tournament - Friday, June 5 (4 days out), 8:00 AMโ€“2:00 PM, Eagle Hills Golf Course, Eagle. Register.
  • ASHRAE Idaho June Chapter Meeting - Wednesday, June 10 (9 days out), 11:30 AMโ€“1:00 PM, U of I Water Center (322 E Front St, Boise).
  • NEEA Board Meeting - June 23โ€“24 (22 days out), Helena, MT. Hybrid; public attendance welcome.
  • 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.
  • Pocatello data center appeal window closes ~June 2. Council-of-record proceeding if Lex Developments files.

๐Ÿ’ผProfessional & Networking

Quiet first week of June regionally, with most of the action on calendared deadlines rather than networking. Highlighting what is on the books:

  • Treasure Valley Leadership Prayer & Collaboration Forum - Wednesday, June 3. Boise. Cross-sector networking format. Eventbrite listing.
  • Business Networking 1-Day Workshop - Thursday, June 11. Boise. Tactical workshop on building professional relationships face-to-face and online. Eventbrite.
  • ULI Idaho - Tuesday, June 16, 12:30โ€“1:30 PM (title not public without member login). Full RSVP and details via idaho.uli.org/events - the chapter page was blocking automated fetch this morning, so check directly.
  • 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 - Golf June 5, June chapter meeting June 10; 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

Big-tech keynote week. Microsoft Build runs tomorrow and Wednesday at Fort Mason in San Francisco; Apple WWDC opens Monday June 8 in Cupertino. Build is shaping up as the most consequential of the two for anyone building enterprise-agent workflows - Satya Nadella's keynote is expected to position Copilot as an "agent-first, multi-model platform" now including Anthropic models alongside OpenAI's, with major Azure AI Foundry feature drops on the Agent Service (GA since 2025) and a new Windows Agent Framework + Windows Agent Store that embeds autonomous agents directly into the OS. GitHub Copilot is being repositioned from "pair programmer" to "peer programmer" - assignable to bugs, features, and maintenance independently. Watch for production-ready Agent Framework releases for .NET and Python, and on-device small-language-model APIs for Whisper-class transcription and Stable Diffusion-class image generation with no cloud round-trip.

Apple WWDC is the long-anticipated Siri overhaul keynote - chatbot-style interface, LLM-powered intelligence, and integration with the January 2026 Apple/Google partnership that puts Gemini on Apple's Private Cloud Compute infrastructure. iOS 27, iPadOS 27, macOS, watchOS, visionOS, and tvOS all expected. WWDC runs June 8โ€“12.

๐Ÿ”งTools & Models

  • Anthropic Mythos - wide release "in the coming weeks." Confirmed again with the May 28 funding announcement. Mythos-class models - preview-restricted to Project Glasswing's ~50 critical-infrastructure organizations since April 7 - are headed for general availability pending stronger safeguards. Anthropic itself has acknowledged that "no company - including Anthropic - has developed safeguards strong enough to prevent such models from being misused and potentially causing severe harm," so the GA bar is genuinely about a meaningful safeguard release, not just packaging. Best read: late June through August window. Notable for coding and cyber capability - vulnerability detection in existing software.
  • Claude Opus 4.8 - shipped May 28 and now the default for new Anthropic API work. Standard pricing unchanged from 4.7 ($5/$25 per million tokens); fast mode runs ~3ร— cheaper than 4.7's fast mode at roughly 2.5ร— the speed. 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%. Anthropic also flags "substantially lower" rates of deceptive and misuse-cooperating behavior than 4.7 in its own evals.
  • Microsoft Build releases expected June 2โ€“3 - production Agent Framework (.NET, Python), Azure AI Foundry Agent Service feature additions, multi-model Copilot routing across OpenAI and Anthropic, Windows Agent Store, on-device SLM APIs. Build is also expected to surface Foundry Agent Service MCP integration based on chapter-page previews.
  • Cursor Composer 2.5 ($0.50 / $2.50 per million tokens, launched May 18) remains the price-disruptor of the month - 10ร— cheaper than Opus 4.7 standard pricing and a similar margin against GPT-5.5. Worth A/B testing for routine coding-agent work where Opus's judgment edge isn't required.

๐Ÿ“ˆBusiness & Market

  • Anthropic $65B Series H at $965B (May 28) - confirmed in detail this weekend. Altimeter, Dragoneer, Greenoaks, Sequoia leading; $15B from hyperscalers including $5B from Amazon. Annualized run rate now $47B (vs. $30B in April, $10B at year-end 2025). Most valuable private AI company globally, ahead of OpenAI's $852B March reference. The "Mythos coming in weeks" line was reiterated explicitly in the funding announcement.
  • xAIโ€“SpaceX merged entity targeting $1.75T IPO valuation in June. Retail-access event scheduled June 11 across US/UK/EU/Australia/Canada/Japan/Korea - 1,500 invited investors. If it prices anywhere near the targeted range, it's the largest tech IPO in history and resets the public-market AI comparison set.
  • OpenAI Hiro Finance acqui-hire - 7th 2026 acquisition. Pattern continues: vertical-expertise grabs (banking ops, tax, insurance, oncology coordination, investment-research data) accumulating faster than at any other frontier lab. Ribbit, General Catalyst, Restive on the cap table getting unwound into OpenAI equity.
  • Q1 2026 global venture funding ~$300B - 80% AI. $242B into AI companies last quarter; Q2 is now stacking the trillion-dollar frontier-lab marks on top of that base.

๐Ÿ’กWorth Knowing

  • Microsoft Build tomorrow - block 10:00 AM PT June 2 for the Nadella keynote. Even if you're not using Azure, the multi-model Copilot architecture and Windows Agent Framework set the enterprise procurement baseline for the next 12 months. Livestream is free.
  • Anthropic credit-metering for third-party agent harnesses - 14 days out (June 15). Pro $20/mo, Max 5ร— $100/mo, Max 20ร— $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, model the cap this week or move to API billing.
  • Claude 4 API deprecation - 14 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.
  • GitHub Copilot AI-credit billing started today (June 1). Per-credit dollar pricing was not published as of May 24 - confirm before any team is billed under the new model. Codex Pro 2ร— promo expired May 31, so $100/mo Codex Pro plan effective capacity has now halved.

๐Ÿ”—Worth Reading

Generated on Monday, June 1, 2026