Microsoft Chases the Frontier, SUNO on Fire, Project Solara | Mikey Shulman, Samir Chaudry, Tom Farley, Nikesh Arora, Henri Stern, Alex Good

**Jordi Hays** (0:00)
You're watching TBPN.

**John Coogan** (0:01)
Today's Wednesday, June 3rd, 2026 We are live from the TBPN Ultradome, the Temple of Technology, the Fortress of Finance.

**SPEAKER_3** (0:09)
The Capital of Capital.

**John Coogan** (0:11)
Wow, that's loud. ramp.com.

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Time is money, safe growth, easy as corporate cards, bill pay accounting, a whole lot more, all in one place.

**John Coogan** (0:20)
We're having fun today.

**Jordi Hays** (0:21)
We got the air horn.

**John Coogan** (0:23)
Yeah, we got a physical air horn, and when Nick fired that thing off unexpectedly, it really did some damage. But once you're prepared for it, it's pretty satisfying. Pretty satisfying, pretty satisfying. Anyway, Microsoft Build is satisfying for a number of reasons. They're in the foundation model game. They trained a bunch of models. MAI code one flash, MAI thinking one, the company's first coding and reasoning models respectively, with several speakers played up as super efficient on a cost per token basis in the ROI race. You got to be efficient. Microsoft Scout is an agent. They're open claw-pilled now, powered by open claw, open source technology that operates across cloud, desktop and web, connecting to Teams, Outlook, OneDrive and SharePoint, and to the data that powers your day, including chats, emails, calendar, contacts, good news, if you're all in on the Microsoft ecosystem. And then we talked about this a little bit with the Jensen announcements from NVIDIA. They're going into the PC market more.
The Surface RTX Spark Dev Box is sort of the answer to Apple's Mac Mini custom silicon designed for agentic AI.
There's also a new Android based OS operating system designed to run agents instead of apps called Project Solara. And there's a pretty cool demo. So we should play the video. The Verge always does a cut down of these keynotes. They take you through Microsoft building 25 minutes, but we're only going to play a couple minutes of this because it's a long presentation.

**Satya Nadella** (1:56)
I'm really excited about in order to tap into all this compute power is to expand the scope of Windows ML and Windows AI. We are also announcing two very cool new models that are all going to run on Windows inbox.

**John Coogan** (2:13)
Let's jump to eight minutes because this is where Satya introduces Project Solara, which Ben Thompson said Project Solara is to be very clear vaporware at this point. Although the company did show real devices and has signed up Qualcomm and MediaTek as chip partners. It's also extremely compelling. So Ben Thompson likes it. Let's listen to Satya Nadella introducing.

**Satya Nadella** (2:34)
Two very broad categories.

**John Coogan** (2:35)
The first is stationary and the second is portable. The first device is designed for your desk and it's built on MediaTek silicon. Concept cars. Hello for business. Just walking up to the device securely finds you in, giving you direct access to your agents. And Amazon and Google Home have similar products at this point with screens for more smart home. You think, plan and even act by delegating tasks to your agents with a simple tap or just using your voice.
It even supports experiences like handoff between devices. It's still tricky to imagine when you wouldn't want to use your phone for this since people carry their phones everywhere.
Firing off an agent isn't the most cumbersome thing, but I do love consumer hardware, so I'm excited to see if there's any unique things that you can do only with this product. A lightweight form factor designed for agent interactions. This is a very interesting thing. It's not a phone. It looks more like a smart key card or badge. Yeah, it even has its face on it, it's a badge that you wear. I tap to unlock the device and I've accessed now to all my agents in a secured manner. Would you look at that? I already have a task and it says, gather content for your social media posts.

**Jordi Hays** (3:54)
Sorry if I missed it. Why would you want this over having an application?

**John Coogan** (4:00)
On your phone? Camera is recording.
I'm not sure. Yes, thank you. That's a good question. Does anyone have an answer?

**Jordi Hays** (4:12)
There's a new meme, the two-phone meme. Maybe some people feel left out. They want a second device.

**John Coogan** (4:17)
There's the dumb phone route where you don't want everything in the phone, but you do want to kick off agents that go do things for you. You want to be more delegating instead of consuming. You're not going to be scrolling TikTok on that thing, but you might be firing off work tasks that you can come to later on your desktop and sort of lock in on. I don't know.