bill (convective capital)

T3 · host / generalist
3 calls·3 names·100% bull·last heard 3 months ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$OVERSTORYOverstoryposition

Convective Capital backs Overstory: satellite AI for utility vegetation management

Overstory uses satellite imagery to help utilities trim trees around power lines, addressing the 11% of fire ignitions from utilities that cause 60% of acres burned, creating high-leverage disaster prevention.

TBPN2026-05
2ndhigh conviction
$VOLTAIREVoltaireposition

Convective Capital invests in Voltaire: autonomous drone power line inspections

Voltaire's autonomous drones inspect power lines to prevent utility-caused wildfires, targeting the disproportionate 60% of acres burned from 11% of ignitions.

TBPN2026-05
3rdhigh conviction
$STANDStandposition

Convective Capital backs Stand: CFD wildfire simulation for insurance discounts

Stand uses computational fluid dynamics to simulate wildfires on properties, generating hardening recommendations that unlock insurance discounts, aligning homeowner incentives with risk reduction.

TBPN2026-05

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3 total
$OVERSTORY
Overstory
HIGHbill (convective capital)·TBPN·3 months ago· position
Convective Capital backs Overstory: satellite AI for utility vegetation management
Overstory uses satellite imagery to help utilities trim trees around power lines, addressing the 11% of fire ignitions from utilities that cause 60% of acres burned, creating high-leverage disaster prevention.
"We've had a lot of success investing in startups that sell to utilities like Overstory which you know, uses satellite imagery to help utilities trim trees around power lines. Um w…"
68:54
$VOLTAIRE
Voltaire
HIGHbill (convective capital)·TBPN·3 months ago· position
Convective Capital invests in Voltaire: autonomous drone power line inspections
Voltaire's autonomous drones inspect power lines to prevent utility-caused wildfires, targeting the disproportionate 60% of acres burned from 11% of ignitions.
"We've had a lot of success investing in startups that sell to utilities like Overstory which you know, uses satellite imagery to help utilities trim trees around power lines. Um w…"
69:04
$STAND
Stand
HIGHbill (convective capital)·TBPN·3 months ago· position
Convective Capital backs Stand: CFD wildfire simulation for insurance discounts
Stand uses computational fluid dynamics to simulate wildfires on properties, generating hardening recommendations that unlock insurance discounts, aligning homeowner incentives with risk reduction.
"We're investors in a company called Stand. Um they help model homes. They use computational fluid dynamics to simulate wildfires moving through the property. They come up with a l…"
70:36