Nicholas Mugalli(@RealNickMugalli):Microsoft just announced Project Solara autonomous agents running locally on your PC while staying connected to the cloud. Jensen was on stage. The agent lives on your machine. Reaches into the cloud when it needs to. Works offline when it doesn't. Fast, private, and always on. The PC hasn't had a defining architectural moment since the internet. Microsoft owns the OS. Nvidia owns the chip. Project Solara is what the next PC looks like. PC gonna be the new phones(?) maybe Bullish af

Nicholas Mugalli

@RealNickMugalli

Institutional TMT research, made public | daily Pre market brief + closing brief, trade alerts, earnings. Economics | Data, AI, semis & macro alpha |policy play

参加 October 2021

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Nicholas Mugalli@RealNickMugalli

2026.06.02 17:43

Microsoft just announced Project Solara autonomous agents running locally on your PC while staying connected to the cloud. Jensen was on stage. The agent lives on your machine. Reaches into the cloud when it needs to. Works offline when it doesn't. Fast, private, and always on. The PC hasn't had a defining architectural moment since the internet. Microsoft owns the OS. Nvidia owns the chip. Project Solara is what the next PC looks like. PC gonna be the new phones(?) maybe Bullish af