TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
←

billy falmer

T3 · host / generalist

Aviation background (pilot) who co-founded Regent to build electric sea gliders certified as vessels. Raised $240M Series B with $10B commercial backlog and $20M defense orders. Dual-use strategy with hybrid propulsion for military range.

1 call·1 name·100% bull·last heard 25 days 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
$REGENTRegentposition

Sea glider startup raises $240M Series B with $10B commercial backlog

Regent's electric sea gliders (certified as vessels, not aircraft) solve the range/training/certification barriers of eVTOLs, with $10B commercial backlog (ferry passengers = airline passengers globally), $20M defense orders, and hybrid propulsion extending range to 1,600 miles for military use.

TBPN2026-08episode →

most discussed · click a bar to filter

  • $REGENT

recurring themes

  • Air & Space Mobility1
1 total
$REGENT
Regent
HIGHbilly falmer·TBPN·25 days ago·WE'RE BACK: Meta Addiction, Jalapeño, Tim Cook's Last Day, Flocked· position
Sea glider startup raises $240M Series B with $10B commercial backlog
Regent's electric sea gliders (certified as vessels, not aircraft) solve the range/training/certification barriers of eVTOLs, with $10B commercial backlog (ferry passengers = airline passengers globally), $20M defense orders, and hybrid propulsion extending range to 1,600 miles for military use.
"we just wrapped up our $240 million series B... we have about 10 billion in the backlog there... firm orders like actual orders, non-refundable deposits... over 10 million in the…"
107:00
8
Air & Space Mobilitytailwind
Sea gliders (vessel-certified electric hydrofoils) bypass eVTOL certification/training barriers with $10B backlog
Regent's Coast Guard certification as a vessel (not aircraft) eliminates pilot licensing and airspace hurdles; hybrid propulsion extends military range to 1,600 miles while commercial 180-mile range serves global ferry market (passengers = airline volume).