Company@X — 2026-06-02#

Signal of the Day#

Microsoft used its #MSBuild conference to signal a structural industry shift toward “agent-first” computing with the launch of Project Solara, a new software platform and hardware initiative for agent-driven devices. Crucially, Microsoft backed this platform with the launch of seven new multimodal foundation models, led by MAI-Thinking-1—a 35B parameter model optimized for Microsoft’s custom MAIA 200 silicon that achieved 53% on SWE Bench Pro and outperformed Anthropic’s Claude Sonnet 4.6 in blind evaluations.

Key Announcements#

Microsoft · Source At #MSBuild, Microsoft rolled out a comprehensive agentic ecosystem, including the deployment of seven new MAI foundation models to Microsoft Foundry and the launch of Microsoft Scout, an “always-on” Autopilot agent that operates autonomously across Teams and Outlook. To support this local and cloud-based agentic shift, the company introduced the Surface RTX Spark Dev Box for local AI development, previewed the Azure Cobalt 200 chip with a 50% generational performance boost, and partnered with NVIDIA to scale agentic workflows, including running Claude models natively on NVIDIA GB300 systems on Azure.

Google DeepMind · Source Google DeepMind unveiled Co-Scientist, a Gemini-based multi-agent system designed to autonomously generate, debate, and refine scientific hypotheses. Having already been successfully deployed to identify new biological targets for liver fibrosis and ALS, the system relies on a “tournament of ideas” and is now available to individual researchers via the Gemini for Science initiative. This release reflects a growing strategic focus among top AI labs on deploying specialized coalitions of models for high-value scientific reasoning tasks.

H Company · Source H Company released Holo 3.1, a local computer-use agent model based on the Qwen architecture that runs entirely on-device and is optimized for GUI navigation. Available in sizes ranging from 0.8B to 35B, the model achieves a 79.3% on the AndroidWorld benchmark, beating larger cloud models like Qwen3.5-397B, Kimi-K2.5, and Sonnet 4.6 on local workflows. This rapid shift toward low-latency, unmetered local agents poses a direct challenge to cloud-reliant agentic software providers.

OpenAI · Source OpenAI significantly expanded Codex by introducing specialized plugins that turn the model into role-specific specialists for sales, data analytics, product design, and creative production. The system now connects to 62 popular apps and 110 workplace skills with zero coding required for installation. This moves Codex beyond individual development tools and embeds it directly into broader enterprise operations and multi-step workflows.

Gusto · Source Gusto launched Gusto Cofounder, an autonomous AI teammate designed to run small business back-office functions like payroll, HR, scheduling, and compliance via text or Slack. By natively integrating with external business systems such as Notion, QuickBooks, and Google Workspace, the agent executes actual workflows rather than just serving as a conversational query interface. The launch highlights the B2B software sector’s ongoing pivot from traditional dashboard SaaS platforms to background agentic operations.

Anthropic · Source Anthropic expanded Project Glasswing, rolling out access to its Claude Mythos Preview to approximately 150 additional organizations across more than fifteen countries. At the same time, the company publicly praised a recent US Executive Order on AI, framing it as an important measure for strengthening American leadership in the AI sector.

Also Noted#

• Y Combinator (Source): The newest batch features heavy hardware and vertical agent investments, including AICE’s autonomous maritime drones and Justinian, a comprehensive legal agent powered by the largest newly assembled database of American legal texts.
• Google Cloud (Source): Released Agent Executor, a new open-source runtime standard intended to manage robust agent execution, secure isolation, and distributed deployment.
• Roblox (Source): Acquired the Morpheus AI team to integrate real-time video world models into the Roblox game engine, replacing offline pre-rendered AI video generation with interactive, simulated worlds.
• OpenClaw (Source): Announced a strategic partnership with Microsoft to natively secure its agent framework within Windows and Microsoft enterprise ecosystems.
• Hugging Face (Source): The platform has doubled its total storage footprint in just five months and is currently on track to surpass 1 Exabyte of data before the end of the year.