The Workshop
Professional Briefing

๐Ÿ’ผProfessional Briefing - Thursday, June 4, 2026

Good morning. Here's your industry read.

โšกEnergy & Compliance

๐Ÿ“‹Building Performance Standards

  • Washington CBPS Tier 1 - in effect since Monday, June 1. Tier 1 (220,000+ sq ft) is now operating under the $5,000 + $1.00/sq ft/year penalty exposure for missing documentation. Tier 2 EMP/O&M plan deadline is Wednesday, July 1 (27 days out) - that's the documentation deliverable for Tier 2 (90,000โ€“220,000 sq ft). Full Tier 2 compliance not until June 2027, but the plan deliverable lands next month.
  • Oregon ODOE Early Compliance Round 2 - applications due 5:00 PM PT Friday, July 10 (36 days out). $14M total round, with per-building incentives up to $0.85/sq ft for Tier 1 and $0.35/sq ft for Tier 2, per-building caps $10,000โ€“$50,000 depending on building type. The second open office-hours webinar is Wednesday, June 24 at 1:00 PM PT (the first was yesterday, June 3). Earliest Oregon BPS compliance is still 2028 - this round is about banking incentive dollars for early action.
  • Philadelphia Tier 1 - in effect since June 1. First compliance year for 220,000+ sq ft. Flag for any multi-market portfolios with East Coast exposure.
  • Colorado annual benchmarking window - opens July 1, closes November 1. Reporting still required despite the 2026 interim performance waiver. Focus has shifted to 2030 targets.
  • Idaho - Still on 2018 IECC with state amendments. No state BPS. State holds the line through at least the 2027 session.

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

๐Ÿ”ŒUtilities & Programs

Idaho Power PCA - in effect since June 1, Case IPC-E-26-10. $51.56M, 3.02% average increase; combined with the FCA the typical 900 kWh residential bill moved about $3.64 (3.15%). Per IPUC's press-release feed, the May 4 docketing of both IPC-E-26-06 and IPC-E-26-10 remains 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 later will be applied retroactively. Stacks on the 9.74% Idaho Power general rate increase in effect since January.

Avista 7.4% Idaho electric increase - in effect since May 1. $25.2M total revenue increase; residential 939 kWh bill moved $115.54 โ†’ $124.44 (+$8.90/month). 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.

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.

NEEA quarterly Board meeting - Helena, MT, June 23โ€“24 (19 days out). Hybrid format; public attendance welcome. Market-transformation deck updates from Q2 typically land at this meeting. EFX26 wrapped in Boise earlier this spring with nearly 500 efficiency professionals attending; EFX27 stays on the calendar for May 18โ€“19, 2027 in Wenatchee, WA.

๐Ÿ›๏ธIdaho Energy Policy

Lex Portneuf data center - appeal window closed Tuesday, June 2. The 14-day clock from Hearing Examiner Kathleen Lewis's May 19 conditional-use-permit denial expired Tuesday. As of this morning, no public confirmation either way that Lex Developments filed. Gus Schultz had publicly committed to "be back in front of the people," so an appeal to Pocatello City Council on the existing record is the expected path. Watch local Pocatello reporting (Idaho State Journal, East Idaho News) for a city-council agenda placement in coming days. The binding finding remains ยง17.02.130.D.4 of the Pocatello Municipal Code - public-facilities-and-services inadequacy. 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 - BOCC 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. Board of County Commissioners 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. 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. PUC has frozen solar export credit rates through 2028. Next formal review window opens April 2028.

๐ŸŽ“Industry Events

  • ASHRAE Idaho Golf Tournament - TOMORROW, Friday, June 5, 8:00 AM MDT, Eagle Hills Golf Course, Eagle. Registration.
  • ASHRAE Idaho June Chapter Meeting - Wednesday, June 10 (6 days out), 11:30 AMโ€“1:00 PM, U of I Water Center (322 E Front St, Boise).
  • ODOE Early Compliance Round 2 office hours - Wednesday, June 24 (20 days out), 1:00 PM PT.
  • NEEA Board Meeting - June 23โ€“24 (19 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.
  • Washington CBPS Tier 2 EMP/O&M plan deadline - Wednesday, July 1.
  • ODOE Early Compliance application deadline - Friday, July 10, 5:00 PM PT.

๐Ÿ’ผProfessional & Networking

Mid-week is quiet in Boise on the calendared networking front. The closest scheduled item is the ASHRAE Golf Tournament tomorrow (also under Industry Events above).

  • Business Networking 1-Day Workshop - Thursday, June 11 (7 days out), Boise. Tactical workshop on building professional relationships face-to-face and online. Eventbrite.
  • ULI Idaho - Tuesday, June 16 (12 days out), 12:30โ€“1:30 PM. Title not public without member login; full RSVP and details via 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.
  • Boise Leaders Networking Group - weekly noon luncheon. boisenetworking.com.
  • Network After Work Boise - meetup.com/network-after-work-boise.

๐Ÿค–AI Brief

Build delivered, IPO machinery turned on. Microsoft Build's two-day keynote slot (June 2โ€“3) lined up almost exactly with Anthropic's confidential S-1 - same morning, June 1. The combined read: Microsoft is buying Copilot independence from OpenAI on the model side (Project Polaris) and on the runtime side (Windows Agent Framework, Windows Agent Runtime, Agent Store), while Anthropic is teeing up a public listing at close to a trillion-dollar valuation. WWDC opens Monday, June 8 (4 days out) with the long-delayed Siri overhaul finally landing - now confirmed as primarily Gemini-powered with third-party model swap, embedded in the Dynamic Island, separate Siri app, multi-command chatbot interface. xAIโ€“SpaceX combined entity IPO roadshow launches today, pricing June 11, first trading June 12 on Nasdaq under SPCX, targeting a $1.25T valuation. Musk retains 85.1% of voting power; combined entity generated $18.67B revenue in 2025 on a $4.94B net loss.

๐Ÿ”งTools & Models

  • Microsoft Build 2026 recap (June 2โ€“3, GA / preview / roadmap mix):
    • Project Polaris - Microsoft's MoE coding model replacing GPT-4 Turbo as the default in GitHub Copilot. Full GA targeted August 2026. Outperforms GPT-4 Turbo on HumanEval and MBPP, with particular strength in low-resource languages (Rust, Haskell).
    • MAI-Code-1-Flash - shipped June 2. 5B-parameter coding small model, now rolling out across every Copilot tier (Free, Pro, Pro+, Max) through the VS Code model picker and the new Auto router. Microsoft positions it as outperforming Claude Haiku 4.5 on coding price/performance. First in-house coding model purpose-built for the Copilot harness.
    • Windows Agent Framework 1.0 - GA, MIT-licensed. YAML-defined agents running across local Windows, cloud PCs, and edge devices without re-architecture. Integrates with Copilot Studio.
    • Windows Agent Runtime - Preview. OS-level layer with native agent APIs embedded in the Windows shell. Initial support for text-based agents working with JSON, XML, and PDF. Adobe and Zoom named as design partners.
    • Windows Agent Store - Preview. Curated marketplace, 85% revenue share to developers.
    • Copilot Workspace - GA. Fleet mode (autonomous CLI operation) and Autopilot mode (scheduled background tasks), with Jira / Datadog / ServiceNow integrations.
    • DirectML 2.0 and WSL 3 enable local AI inference across Intel, AMD, and Qualcomm hardware without cloud round-trips.
    • MAI Image 2.5 / MAI-Voice-2 / MAI-Transcribe-1.5 announced as roadmap items; GA timing and pricing still pending.
  • OpenAI Codex now available for every role, tool, and workflow (June 2 announcement). Pair with the GPT-Rosalind capability updates (June 3). OpenAI also pushed a new Agents SDK iteration this week.
  • Claude Opus 4.8 - shipped May 28 and remains the default for new Anthropic API work. $5/$25 per million tokens; fast mode ~3ร— cheaper than 4.7's fast mode at ~2.5ร— the speed.
  • Anthropic Mythos - Funding announcement reiterated "wide release in the coming weeks" subject to safeguards. Best read remains late June through August.

๐Ÿ“ˆBusiness & Market

  • Anthropic confidential S-1 filing - Monday, June 1. Draft Form S-1 submitted to SEC. No share count or price set; "will depend on market conditions and other factors." Filed three days after the $65B Series H closed at the $965B valuation. $47B revenue run rate (up from $10B at YE 2025). Confidential filing track means the public S-1 reveal happens later, after SEC review.
  • xAIโ€“SpaceX combined entity IPO - roadshow launches TODAY June 4. Pricing June 11. First trading June 12 on Nasdaq under SPCX. $1.25T targeted valuation. If priced as targeted, this is the largest tech IPO in history and resets the public-market AI comparison set. SpaceX prospectus shows Musk keeps 85.1% of voting power, combined 2025 revenue of $18.67B on $4.94B net loss (xAI alone burned $14B in cash on $3.2B revenue).
  • Microsoft cost story (June 2 CNBC). MAI models explicitly framed as a cost-reduction play to lessen OpenAI reliance for developers. Codex Pro 2ร— promo expired May 31; the $100/mo Codex Pro plan effective capacity has now halved.

๐Ÿ’กWorth Knowing

  • WWDC opens Monday, June 8 - block 10:00 AM PT. The Siri overhaul integrates Apple's Private Cloud Compute with Gemini as the default model, with third-party model swap. If you're advising clients on consumer AI exposure, the Apple/Google partnership is now the consumer-default LLM relationship for the next 12 months.
  • Anthropic credit-metering for third-party agent harnesses - 11 days out (Sunday, 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 - 11 days out (Sunday, 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.
  • MAI-Code-1-Flash arrived in VS Code yesterday for Copilot users on every tier. Worth a one-hour A/B against Claude Haiku 4.5 on routine refactor tasks to see whether the price/perf claims hold up on your actual codebase.

๐Ÿ”—Worth Reading

Generated on Thursday, June 4, 2026