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(don't) Waste Water! | Water Tech to Solve the World

(don't) Waste Water! | Water Tech to Solve the World
Author: Antoine Walter
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© Antoine Walter
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❓ Ever wondered how the #WaterIndustry was reacting to our World's Water Challenges? Water Scarcity? #SDG6? PFAS? Climate Change? Circular Economy? Digitization and Smart Water?
💪 Get the Water Market pulse for free. In one hour per week, while you do the dishes!
📈 We talk water investment, water tech, water entrepreneurship and water market with entrepreneurs, thought leaders, book authors, scientists, investment funds, VCs, and C-Level experts from water majors.
➡️ Leverage their insights, advice & experience and ensure to stay on top of best practices
🗓️ Tune in every Wednesday (don't miss out! 😅)
🌐 Find all the detailed episode notes, interviews, infographics, and more at http://dww.show
Currently in its 10th Season, the "(don't) Waste Water" podcast has already welcomed around 250 guests from Water Majors (SUEZ, Veolia, Jacobs, Xylem, Kemira, Evoqua, Aquatech, SKion Water...), Scale-Ups (Cambrian Innovation, Epic Cleantec, Gradiant, Liqtech, 374Water, Gingko Bioworks...), Start-Ups (Puraffinity, KETOS, 120Water, ZwitterCo, Membrion, Source...), Universities (Berkeley, the Columbia Water Center), Investment Funds (Sciens Water, Mazarine, Burnt Island Ventures...), Business Accelerators (Imagine H2O, Elemental...), Book Authors (Seth Siegel, David Sedlak, David Lloyd Owen...) or Market Intelligence Companies (BlueTech Research, Global Water Intelligence, World Bank, OECD, Isle Utilities...). Or simply water legends like Gary White, Mina Guli or Andrew Benedek!
On the "(don't) Waste Water" podcast, I strive to make the Water Industry easy to understand for everyone, starting with water professionals, executives, and investors. Hence, he opens the microphone to seasoned, inspirational water experts to discuss their field of excellence.
No one can claim an all-around in-depth understanding of a matter as complex as Water. But piece by piece, you can rebuild the puzzle. With curiosity, patience, and passion, Antoine Walter explores topics such as Advanced Treatment Technologies, Water-Energy Nexus (Hydrogen, Lithium...), PFAS removal, Nature-Based Solutions, Wastewater Reuse, Distributed Water Treatments, Water Finance, and Water Entrepreneurship.
I actually firmly believe that regular listeners of the "(don't) Waste Water" podcast may, in the end, claim a "Water MBA!"
A particular field of interest is how innovation forms, grows and gets widely adopted in a complex and conservative field like the Water Industry. This may be one of the keys to achieving the United Nations Sustainable Development Goal n°6 - #SDG6.
Oh, and in short, about me: I'm a water engineer turned avid student of the water business, market, finance, and tech. I'm married, a happy father of three, and I'm French (nobody's perfect 😅).
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Wanna know why 86% of Investors treat water tech like Portfolio Insurance? Watch this! More #WaterTech insights? Get my free water investor database: https://investors.dww.show 🙌 Supporters 🙌 A big thank you to my partner SimpleLab: https://link.dww.show/simplelab And a great shout-out to MentorAPM: https://mentorapm.com/#️⃣ All the Links Mentioned in this Video #️⃣ Overlooked Newsletter by Alexandre Devez: https://alexandre.substack.com/ Paul O'Callaghan's "The Dynamics of Water Innovation" book https://www.bluetechresearch.com/events-media/book/ My deep dive into PureTerra Ventures: https://www.youtube.com/watch?v=wQhcJjYf9wA🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️ Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW 🙋 QUESTION: Should water tech embrace the "100 moonshots at $10M each" strategy that Prakash Govindan suggests, or stick with the David Ferrer playbook? ⏰ TIME CODES ⏰ 00:00 How are 86% below 10%? 02:06 The Ferrer/Kyrgios Analogy 04:25 Finding 1 - The Side Bet Reality 06:44 Finding 2 - The Doughnut Hole Desert 08:47 Finding 3 - The 3 Tribes of Water Tourists 13:26 Finding 4 - The Portfolio Insurance Maths 17:04 Finding 5 - The Check Size Revelation 19:07 Finding 6 - The Adjacency Map 22:35 The "Prakash Challenge" 24:53 The Updated Playbook 27:20 Free Water Investor DatabaseAbout this Podcast: Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike.Hosted by Ausha. See ausha.co/privacy-policy for more information.
Ever heard of Electric Membranes that are Talking Back? Listen to this!More #WaterTech insights? Subscribe to my newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6884833968848474112🙌 Supporters 🙌 A big thank you to my partner SimpleLab: https://link.dww.show/simplelab And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot#️⃣ All the Links Mentioned in this Video #️⃣Active Membranes' website: https://www.activemembrane.com/Connect with Arian on LinkedIn: https://www.linkedin.com/in/arian-edalat-bb65875/Send Arian some email love: arian@activemembranes.comMy conversation with Peter Yolles (one of Active Membranes' investors): https://smartlink.ausha.co/dont-waste-water/s12e14-how-echo-river-capital-sees-10x-water-returns-as-too-conservativeMy conversation with Andrew Walker: https://smartlink.ausha.co/dont-waste-water/s13e4-evove-direct-lithium-extractionMy interview with Prakash Govindan: https://smartlink.ausha.co/dont-waste-water/s11e1-an-unpopular-challenging-yet-true-take-on-venture-capital-in-water🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW 🙋 QUESTION: What would you like me to cover next?⏰ TIME CODES ⏰00:00 Introduction 01:43 The "Seed-Strapping" Philosophy 08:45 Introducing: Arian Edalat 10:07 The Concept of Active Membranes 22:37 Real-World Applications and Benefits 27:22 Technical Insights and Future Prospects 30:22 The Spitfire Coating Machine 35:42 Market Penetration and Production Strategy 41:27 Future Goals and Investment Plans 51:35 Rapid Fire QuestionsAbout this Podcast:Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike. Hosted by Ausha. See ausha.co/privacy-policy for more information.
Making water from thin air at 1¢/liter? Listen to this!More #WaterTech insights? Subscribe to my newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6884833968848474112🙌 Supporters 🙌 A big thank you to my partner SimpleLab: https://link.dww.show/simplelab And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot#️⃣ All the Links Mentioned in this Video #️⃣Uravu's website: https://www.uravulabs.comConnect with Swapnil on LinkedIn: https://www.linkedin.com/in/swapnil-shrivastav-374867aa/Google X's (failed) attempt at Water Tech: https://youtu.be/GxwOSIz_cckMy conversation with Peter Yolles (one of Uravu's investors): https://smartlink.ausha.co/dont-waste-water/s12e14-how-echo-river-capital-sees-10x-water-returns-as-too-conservativeMy exploration of Source: https://smartlink.ausha.co/dont-waste-water/s7e2-expensive-heavy-but-desperately-needed-is-source-the-future-of-drinking-water🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW 🙋 QUESTION: What would you like me to cover next?⏰ TIME CODES ⏰00:00 Introduction 01:52 Challenges in Atmospheric Water Generation 05:08 Data Centers and Atmospheric Water Generation 09:07 Introducing: Swapnil Shrivastav15:16 Founding Story and Early Challenges 17:55 Technological Shifts and Market Focus 25:05 Desiccant Technology and Future Vision 29:20 System Design and Cost Efficiency 33:08 Business Models and Market Strategies37:39 Challenges and Future Vision 51:32 Rapid Fire QuestionsAbout this Podcast:Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike. Hosted by Ausha. See ausha.co/privacy-policy for more information.
Wondering How to Extract Lithium Without Mining or Massive Water Use? Listen to this!More #WaterTech insights? Subscribe to my newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6884833968848474112🙌 Supporters 🙌 A big thank you to my partner SimpleLab: https://link.dww.show/simplelab And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot#️⃣ All the Links Mentioned in this Video #️⃣Evove's onsite lithium demonstration with Northern Lithium: https://www.evove.tech/dle-onsite-demo/Evove's Lithium website: https://www.dle.technology/Connect with Andrew on LinkedIn: https://www.linkedin.com/in/reklawa/Joe Lowry's (excellent!) Lithium podcast: https://www.globallithium.net/podcastMy conversation with Chris Wyres: https://smartlink.ausha.co/dont-waste-water/s9e7-how-to-eradicate-dead-zones-cut-energy-needs-by-80-and-double-lithium-selectivityMy conversation with Jay Keener (Altillion): https://smartlink.ausha.co/dont-waste-water/s12e9-how-altillion-s-liquid-liquid-technology-redefines-resource-recovery🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW 🙋 QUESTION: What would you like me to cover next?⏰ TIME CODES ⏰00:00 Introduction: Independence and Lithium Technology 04:15 In-Depth Discussion with Andrew Walker 08:25 Understanding DLE and Its Complexities 13:10 The Future of Lithium Extraction 29:25 Introducing Separonics: The Next Generation Technology 36:47 Lithium Extraction and Water Reuse in the Permian Basin 41:02 Ceramic vs. Polymeric Membranes 44:34 3D Printing in Membrane Manufacturing 48:14 Partnerships and Market Strategies 53:54 North American Projects and Challenges 59:37 South American Lithium Projects 01:02:02 Future Goals and Rapid Fire QuestionsAbout this Podcast:Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike. Hosted by Ausha. See ausha.co/privacy-policy for more information.
Ever wondered why Smart Utilities Let Their Assets Break? Then listen to this: It will show you how Physics beats AI in Asset Management! More #water insights? Subscribe to my newsletter, for free! https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6884833968848474112 🙌 Supporters 🙌 A big thank you to my partner SimpleLab: https://link.dww.show/simplelab And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot #️⃣ All the Links Mentioned in this Video #️⃣ MentorAPM's website: https://mentorapm.com/ Connect with Tacoma on LinkedIn: https://www.linkedin.com/in/tacoma-zach-p-eng-0913514/ My interview with Amanda Siqueira from VAPAR: https://smartlink.ausha.co/dont-waste-water/s11e15-how-vapar-s-ai-makes-underground-pipe-inspections-seamless 🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️ Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-water Website: https://dww.show/podcast/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 00:00 Introduction 01:41 AI in Water Tech: Marketing vs Reality 08:29 Asset Management vs Asset Performance Management 14:53 Tailoring Asset Management to Water 24:16 The Journey of MentorAPM 37:31 The Role of AI in Asset Management 41:12 Understanding AI Claims and Customer Trust 43:36 Predictive Maintenance and Customer Data 46:20 MentorLens: A Game Changer for Utilities 49:45 Go-to-Market Strategy and Consultant Relationships 52:01 Empowering Customers with Simple Software 01:00:55 Growth, Profitability, and Market Consolidation 01:08:02 Vision for the Future and AI Integration 01:16:07 Rapid Fire Questions #WaterTech #WaterAI #GrowthHosted by Ausha. See ausha.co/privacy-policy for more information.
What if Google had the solution to save 1 billion people... and just threw it away? Let's find out! Google spent 4 YEARS secretly developing a device that pulls safe drinking water from thin air using only sunlight. They proved it worked. They proved it could help over 1 BILLION people without clean water. Then they just... quit and open-sourced everything in 2021. 😅 Meanwhile, billionaires like Bill Gates, Jeff Bezos, and Mark Zuckerberg poured millions into competing startups trying to solve the same problem, with no better results. What made Google's own engineers walk away from technology that could change the world? As #TeamWater is about to make its comeback, there's a lot to learn here! 🙌 Supporters 🙌 A big thank you to my partner SimpleLab: https://link.dww.show/simplelab And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot #️⃣ All the Links Mentioned in this Video #️⃣ The Google H2E Collection: https://x.company/collection/h2e/ Google's open-sourced geo layers: https://github.com/AWH-GlobalPotential-X/AWH-Geo?tab=readme-ov-file Google's open-sourced CAD drawings: https://github.com/google/h2e_technical_documentation/tree/main The Google X Team's Nature Article: https://www.nature.com/articles/s41586-021-03900-w.pdf The thermodynamics of Atmospheric Water Generation: https://pmc.ncbi.nlm.nih.gov/articles/PMC10293683/#:~:text=Inserting%20the%20constants%20from%20Appendix,heat%20pumps%20and%20heat%20engines Science's recent article on the topic: https://www.science.org/content/article/devices-pull-water-out-thin-air-poised-take My interview with Colin Goddard: https://smartlink.ausha.co/dont-waste-water/s7e2-expensive-heavy-but-desperately-needed-is-source-the-future-of-drinking-water 👋 SOCIAL MEDIA 👋 LinkedIn: https://www.linkedin.com/in/antoinewalter1/Subscribe to my newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6884833968848474112 ⏰ TIME CODES ⏰ 00:00 Google's forgotten device 01:01 Clean Water: A Moonshot Challenge? 02:21 Google H2E 04:35 Missing the Target (by 10x) 05:45 Open-Sourcing 07:05 More competition? 08:30 The Main Problem 10:31 Giving Up?Hosted by Ausha. See ausha.co/privacy-policy for more information.
What if electron-rich Water Gas Molecules could target and destroy PFAS... for cheaper than PFAS removal technologies? Check it out! For more water tech insights, subscribe to my newsletter: https://www.linkedin.com/newsletters/6884833968848474112/ 🙌 Supporters 🙌 A big thank you to my partner SimpleLab: https://link.dww.show/simplelab And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot #️⃣ All the Links Mentioned in this Video #️⃣ H2Plus Website: https://h2plus.com/ Degradation of PFAS with Hydrated Electrons: https://pubs.acs.org/doi/10.1021/acs.est.2c01469 H2Plus Patents: https://patents.google.com/?q=(%22H2plus%22)&oq=%22H2plus%22 Ican My Due Diligence on H2Plus's Technology: My conversation with Gerald Pollack: https://www.youtube.com/watch?v=UTnqiNMolpg 🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️ Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-water Website: https://dww.show/podcast/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 00:00 Introduction and Welcome 02:31 Understanding Restructured Water Molecules 03:31 The Technology Behind H2 Plus 09:23 Comparing Technologies: Electrochemical Oxidation and Ozone 15:45 Applications and Success Stories 20:00 Focus on PFAS Destruction 23:09 Michigan Pilot Project 28:33 Successful Trials and Studies 30:56 Explaining the Technology 34:10 Challenges and Drawbacks 37:02 Commercial Scale and Market Adoption 44:34 Future Vision and Goals 46:54 Rapid Fire Questions 51:32 Conclusion and Call to Action #WaterTech #PFASAbout this Video: Welcome to the (don't) Waste Water podcast! In each episode, Antoine Walter from DWW Media shares water, wastewater & water entrepreneurship stories. This show will teach you the water industry like you've never seen it. If you're asking how the water sector will overcome the water crises ahead, this video is for you.Hosted by Ausha. See ausha.co/privacy-policy for more information.
PFAS destruction for a lower cost than PFAS removal: Transformational or Questionable? Let's find out! For more water tech insights, subscribe to my newsletter: https://www.linkedin.com/newsletters/6884833968848474112/ 🙌 Supporters 🙌 A big thank you to my partner SimpleLab: https://link.dww.show/simplelab And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot #️⃣ All the Links Mentioned in this Video #️⃣ H2Plus Website: https://h2plus.com/ Degradation of PFAS with Hydrated Electrons: https://pubs.acs.org/doi/10.1021/acs.est.2c01469 H2Plus Patents: https://patents.google.com/?q=(%22H2plus%22)&oq=%22H2plus%22 Ican Cooper's PFAS cost estimates: https://nyfederation.org/wp-content/uploads/2024/pdf2024/11%20CooperI.pdf GWI's PFAS market map is available on their data platform: https://www.gwiwaterdata.com/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 00:00 The $9 Billion PFAS Game 02:07 Hydrated Electrons? 04:14 Defluorinating PFAS 05:10 Generating Hydrated Electrons 06:04 Pros and Cons of Hydrated Electrons 07:42 H2Plus' Twist on Hydrated Electrons 10:03 Does H2Plus's approach work? 10:27 At What Cost? 12:59 What's H2Plus's TRL? 14:30 My Personal Take 15:18 To Learn More 16:23 Sponsor: SimpleLab #PFAS #WaterTreatment #WaterTech 🎙️ PODCAST 🎙️ Website: https://dww.show/podcast/ Smartlink: https://smartlink.ausha.co/dont-waste-water 👋 SOCIAL MEDIA 👋 LinkedIn: https://www.linkedin.com/in/antoinewalter1/ Instagram: https://www.instagram.com/dwwpodcast/ Twitter: https://twitter.com/AntoineWalter7 Facebook: https://www.facebook.com/DontWasteWaterPodcastHosted by Ausha. See ausha.co/privacy-policy for more information.
What's the Water Secret that 99% of Climate Investors are Missing? Listen to This! Wanna dive deeper into water investment? Get my FREE exhaustive list of water tech investors (that cut 2+ checks) here: https://investors.dww.show/ 🙌 Supporters 🙌 A big thank you to my partner SimpleLab: https://link.dww.show/simplelab And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot #️⃣ All the Links Mentioned in this Video #️⃣ PureTerra Ventures' website: https://www.pureterra.com/ Connect with Gijs: https://www.linkedin.com/in/gijsdebruin/ Drop Alex a message: https://www.linkedin.com/in/alexander-crowell-52196a45/ Get in touch with Dylan: https://www.linkedin.com/in/dylan-perales/ Reach out to Liza: https://www.linkedin.com/in/lizafaber/ Get to know Transcend: https://transcendinfra.com/ XPV Water Partners: https://xpvwaterpartners.com/ My conversation with Tom Ferguson (Burnt Island Ventures): https://www.youtube.com/watch?v=4g-8j8ulWNA My interview with Peter Yolles (Echo River Capital): https://www.youtube.com/watch?v=sayph9at-kY 🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️ Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-water Website: https://dww.show/podcast/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 00:00 In This Week's Episode 00:32 Fast Forward to 2033 04:11 The Origin Story 07:54 A Crazy Idea? 10:27 First Investment, First Failure 13:10 Sponsor: SimpleLab 13:47 Learning from Failure 19:22 PureTerra's Signature DD 23:41 The Entrepreneur/Investor Bond 26:25 Sponsor: BlueFoot Membranes 27:19 Water: A Difficult Market? 30:30 An inflection point? 32:41 Water: a Specialist Play 35:35 Building Track Record 37:02 The Coolest Kid 40:48 The Vision 43:58 The Mission 46:20 Conclusion #WaterInvestment #VentureCapitalHosted by Ausha. See ausha.co/privacy-policy for more information.
3 Radical Approaches Solving Water Scarcity Today, in just one video! More #water insights? Subscribe to my newsletter: https://www.linkedin.com/newsletters/6884833968848474112/ 🙌 Supporters 🙌 A big thank you to my partner SimpleLab: https://link.dww.show/simplelab And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot #️⃣ All the Links Mentioned in this Video #️⃣ Black Jaguar Foundation: https://blackjaguarfoundation.org/ Tree Love: https://treelove.org/ IMTA (Mexican Institute for Water Technology): https://www.gob.mx/imta Teaser for @scienswater 's 2025 conference: https://www.youtube.com/watch?v=rx4Dq7gMXSk 🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️ Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-water Website: https://dww.show/podcast/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 00:00 Introduction 03:25 1 - Poor Pay $100, Rich Pay $40 14:06 2 - Skip One Flood, Save Millions 26:29 3 - $1 Trees vs €10 Trees 37:48 Take Home Message 📝 IN THIS WEEK'S EPISODE🌳 How planting indigenous Amazon trees creates water corridors and helps farmers comply with Brazil's 20% reforestation law while fighting invasive grass species💧 Why Guatemala's private water company extracts from 1,200 feet deep because the first 600 feet are too polluted, and how they provide 30% of the municipality's water supply🏛️ How Mexico's sinking cathedral reveals groundwater overextraction challenges, while 70-80% of water goes to flood irrigation agriculture💰 Why the poorest communities pay $100/month for water while middle-class pays $40, and how lack of trust in tap water quality drives bottled water spending📊 How smart irrigation technology and real-time soil moisture monitoring can save millions of cubic meters by reducing just one flood irrigation event per crop cycleHosted by Ausha. See ausha.co/privacy-policy for more information.
Why do we choose expensive over affordable in Water? Let's use the Permian Basin's example to make a point: wastewater reuse is the way!More #water insights? Subscribe to my newsletter on Linkedin: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6884833968848474112🙌 Supporters 🙌A big thank you to my partner SimpleLab: https://link.dww.show/simplelabAnd a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot#️⃣ All the Links Mentioned in this Video #️⃣My TED Talk: https://www.ted.com/talks/antoine_walter_what_s_the_value_of_your_poop🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-waterWebsite: https://dww.show/podcast/🙋 QUESTION: What would you like me to cover next?📝 IN THIS WEEK'S EPISODE💰 How the Permian Basin produces 3.5 million cubic meters of water daily but only reuses 25% - and why the math actually favors reuse at $8.22 vs $9.55 per barrel🏜️ Why oil fields in America's driest regions dispose of enough water to fill 1,400 swimming pools daily instead of reusing it in desert conditions⚖️ The complex economics behind water reuse decisions involving treatment costs, transport expenses, mineral recovery opportunities, and earthquake liability insurance🔬 How produced water contains valuable minerals like lithium (30 ppm) and magnesium (1000 ppm) that could generate 40 cents per barrel in additional revenue🏭 Why data centers and industrial cooling operations in the Permian create new markets for treated produced waterHosted by Ausha. See ausha.co/privacy-policy for more information.
Wanna know why Big Pharma is Knocking on This French Startup's Door? Listen to this!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/🙌 Supporters 🙌A big thank you to my partner SimpleLab: https://link.dww.show/simplelabAnd a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot#️⃣ All the Links Mentioned in this Video #️⃣Diamidex's crowdfunding campaign: https://www.invesdor.com/rounds/0cd04be7-da71-4b8f-be26-6a778d2648dd?utm_campaign=c.diamidex_nr1.ex&utm_source=website&utm_medium=referral#/The 2022 Nobel Prize they leverage in their technology: https://www.nobelprize.org/uploads/2022/10/press-chemistryprize2022-2.pdfDiamidex's website: https://diamidex.com/Connect with Sam on LinkedIn: https://www.linkedin.com/in/sam-dukan/🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-waterWebsite: https://dww.show/podcast/🙋 QUESTION: What would you like me to cover next?⏰ TIME CODES ⏰00:00 In this week's Episode01:31 Should you invest in Diamidex?03:34 Technological Breakthroughs in Microbial Detection11:11 Development Journey and Challenges20:21 Product Launch and Market Feedback28:21 Future Prospects and Innovations32:38 Addressing the Elephant in the Room: Regulation35:57 Global Adoption and Market Strategies47:24 Business Model and Revenue Streams53:56 Future Vision and Growth Strategies59:33 Rapid Fire Questions and Closing Remarks📝 IN THIS WEEK'S EPISODE🔬 How a 10-year journey from CNRS research director to water tech entrepreneur led to a breakthrough that counts microorganisms 4-7x faster than century-old Petri dish methods🚀 Why this technology delivers results in 6 hours for E. coli instead of 24 hours and 2 days for Legionella instead of 10 days, while maintaining exact regulatory compliance💡 The secret sauce combining optics, click chemistry (Nobel Prize 2022), and machine learning that makes invisible microbes visible and countable at the micro-colony stage🏭 How major pharmaceutical and beverage companies are knocking on Diamidex's door, with one global partnership launching end of 2024 and acquisition talks already underway💰 The razor-blade business model targeting 75-80% recurring revenue from consumables, with equipment potentially given free to high-volume customers, generating €500K annuallyHosted by Ausha. See ausha.co/privacy-policy for more information.
I analyzed 139 publicly traded water companies and discovered a simple formula that predicts their valuations using just three parameters: position on the "boring-to-hype spectrum," percentage of digital revenue, and percentage of recurring revenue. This formula reveals systematic market mispricing that creates 8-25% annual return opportunities by exploiting Wall Street's ignorance of water industry fundamentals. Wanna find out? Listen to this!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/🙌 Supporters 🙌A big thank you to my partner SimpleLab: https://link.dww.show/simplelabAnd a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot#️⃣ All the Links Mentioned in this Video #️⃣The Investor Database: https://investors.dww.show/My exploration of (failing) Small Cap Water Stocks: https://www.youtube.com/watch?v=Flen_vwx0kQMy conversations with Nicola Lei Ravello: https://smartlink.ausha.co/dont-waste-water/s2e13-can-we-turn-finance-astoundingly-into-the-water-sector-s-new-best-allyhttps://smartlink.ausha.co/dont-waste-water/s5e18-how-to-admit-value-and-actually-overcome-the-economic-risk-of-water🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-waterWebsite: https://dww.show/podcast/🙋 QUESTION: What would you like me to cover next?⏰ TIME CODES ⏰00:00 Making Money from Water Stocks? 04:39 The Key Data 07:45 Sponsor: SimpleLab 08:28 Finding 1 10:36 Finding 2 12:02 Finding 3 13:30 Finding 4 15:13 Finding 5 17:02 Finding 6 18:50 Finding 7 19:57 Bonus Finding 22:11 Sponsor: Blue Foot Membranes 23:07 Strategy 1 24:59 Strategy 2 27:07 Strategy 3 29:14 Bonus Strategy 31:57 ConclusionIn this week's episode:After analyzing 139 publicly traded water companies and uncovering systematic market mispricing, this water engineer reveals seven data-driven insights showing how water stocks trade at a 12% discount to the S&P 500 despite their defensive characteristics, with Asian companies undervalued by 50% and digital transformation creating 65% valuation premiums. The research exposes three investment strategies ranging from conservative "boring money" portfolios to aggressive geographic arbitrage plays that could potentially deliver 8-25% annual returns by exploiting Wall Street's lack of water industry expertise.Hosted by Ausha. See ausha.co/privacy-policy for more information.
Wanna learn how to comply with PFAS Removal targets with the lowest risk and without breaking the bank? Listen to this!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/🙌 Supporters 🙌A big thank you to my partner SimpleLab: https://link.dww.show/simplelabAnd a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot#️⃣ All the Links Mentioned in this Video #️⃣Mirka's email: MWilderer@aqueousvets.comAqueoUS Vets' website: https://aqueousvets.com/homePFAS Sensing with FREDsense: https://smartlink.ausha.co/dont-waste-water/s12e18Bain Capital acquires AqueoUS Vets: https://www.baincapital.com/news/water-treatment-innovator-aqueous-vets-secures-growth-investment-bain-capital-double-impactMy conversation with Transcend (ages ago! 😅): https://smartlink.ausha.co/dont-waste-water/17-save-time-boost-value-and-wow-customers-in-a-snap-with-these-5-simple-ai-stepsAqueoUS Vets acquires Dixie Tanks: https://www.pehub.com/bain-capital-backed-aqueous-vets-buys-manufacturer-dixie-tank-company/🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-waterWebsite: https://dww.show/podcast/🙋 QUESTION: What would you like me to cover next?⏰ TIME CODES ⏰00:00 Introduction 01:45 Private Equity and Water Investments 04:54 AqueoUS Vets: Vision and Strategy 06:08 Innovations in PFAS Removal08:40 Concept to Commission Approach 11:22 Nationwide Expansion and Vertical Integration 15:04 Media Agnostic Solutions 21:18 Future Technologies and Market Trends 26:11 The Importance of Focus in Business Strategy 28:03 Competing with Industry Giants 31:19 Navigating US Tariffs and Local Manufacturing 33:29 The Future of PFAS Regulation and Market Growth 36:44 Bain's Role and Impact Investment 42:39 Scaling and Operational Efficiency 47:51 Rapid Fire Questions Hosted by Ausha. See ausha.co/privacy-policy for more information.
Is this the end of Mineral Water? Or just the end of Nestlé Waters? Listen to this!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/🙌 Supporters 🙌A big thank you to my partner SimpleLab: https://link.dww.show/simplelabAnd a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot#️⃣ All the Links Mentioned in this Video #️⃣Lithiated Water - Health Hack or Snake Oil? https://www.youtube.com/watch?v=SNm9fDAAUzkPFAS in your Tap Water? Don't Panic! https://www.youtube.com/watch?v=VPLgE2ZuSqk🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-waterWebsite: https://dww.show/podcast/🙋 QUESTION: What would you like me to cover next?⏰ TIME CODES ⏰00:00 5 Million Perrier Bottles Destroyed00:53 The End of Perrier?09:28 Why Europeans Venerate Mineral Water11:01 How Perrier Kickstarted a $300B Industry12:53 The Ever Increasing Groundwater Contamination17:14 Epilogue (will Nestlé Sell?)About this Podcast:Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike. Hosted by Ausha. See ausha.co/privacy-policy for more information.
Why is a mildly successful Water Tech company valued at almost twice the S&P500 M&A average? And how is that link to Private Equity's appetite for water companies? Let's find out!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/🙌 Supporters 🙌A big thank you to my partner SimpleLab: https://link.dww.show/simplelabAnd a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot#️⃣ All the Links Mentioned in this Video #️⃣Pennybacker acquires Cambrian: https://www.youtube.com/watch?v=FTWw9A3S7hUSciens Water's Take at the US Water Crisis: https://www.youtube.com/playlist?list=PLrmORG1scuqIo9oW3O5rLcSe--SulfqHz🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-waterWebsite: https://dww.show/podcast/🙋 QUESTION: What would you like me to cover next?⏰ TIME CODES ⏰00:00 LG Chem's Water Solutions Sales00:28 The Story05:55 The 3 Reasons to Sell09:17 Private Equity's Appetite for Water13:57 What Now?15:49 My 4 Bolt-On Acquisitions Ideas19:06 Why This Matters (a lot!)Hosted by Ausha. See ausha.co/privacy-policy for more information.
Why is the Global Water Summit the Davos of Water? Watch this video and you'll find out! More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/ 🙌 Supporters 🙌 A big thank you to my partner SimpleLab: https://link.dww.show/simplelab And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot #️⃣ All the Links Mentioned in this Video #️⃣ GWI Waterdata: https://www.gwiwaterdata.com/ UltraFacility: https://www.ultrafacility.io/ 🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️ Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-water Website: https://dww.show/podcast/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 00:00 The Most Influential Water Conference 02:11 1 - Water Meets Money 27:51 2 - 5 Water Analyst Picks 38:29 3 - My Take-Home from GWS 25 46:17 4 - 7 Picks from Select Experts 53:04 What's next? #WaterMeetsMoney #WaterTech About this Podcast: Welcome to the (don't) Waste Water podcast! In each episode, Antoine Walter from DWW Media shares water, wastewater & water entrepreneurship stories. This show will teach you the water industry like you've never seen it. If you're asking how the water sector will overcome the water crises ahead, this video is for you.Hosted by Ausha. See ausha.co/privacy-policy for more information.
PFAS testing in Water takes 1-3 months according to the AWWA. How can FREDsense make it happen in 5 Days instead without cutting corners? Listen to this!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/🙌 Supporters 🙌A big thank you to my partner SimpleLab: https://link.dww.show/simplelabAnd a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot#️⃣ All the Links Mentioned in this Video #️⃣FREDsense's website: https://fredsense.com/Reach out to Emily on LinkedIn: https://www.linkedin.com/in/emilyhicks12/Check out Julie Bliss Mullen's interview on the podcast: https://smartlink.ausha.co/dont-waste-water/s11e2-how-aclarity-bootstrapped-its-journey-from-b2c-to-pfas-destructionFlashback to Meena Sankaran's appearance on the mic': https://smartlink.ausha.co/dont-waste-water/s3e7-is-software-to-measure-water-quality-actually-a-matter-of-hardware🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-waterWebsite: https://dww.show/podcast/🙋 QUESTION: What would you like me to cover next?⏰ TIME CODES ⏰00:00 In this week's episode 01:27 The EPA vs AWWA PFAS lawsuit 04:20 The Economic Impact of PFAS Regulations 06:37 FREDsense and Emily Hicks' journey 10:51 Technical Insights 15:13 Real-World Applications and Case Studies 32:58 PFAS Market Demand and Education 36:51 Global Market Focus and Expansion 39:18 Hardware Development and Bootstrapping 45:48 Business Models and Revenue Streams 47:27 Future Vision and Technological Roadmap 54:51 Rapid Fire Questions📝 IN THIS WEEK'S EPISODE🚀 How FREDsense delivers PFAS testing in 5 days vs. industry standard 5 weeks through biosensor technology💰 The bootstrapped journey from $25K water bottle crowdfunding campaign to pioneering field PFAS detection kits🔬 Why the company pivoted from arsenic and COVID detection to focusing purely on PFAS chemistry and unmet market needs🛠️ What makes on-site PFAS testing possible: polymer-based biosensors that bind and measure down to part-per-trillion levels🤝 Strategic partnerships with treatment leaders like Clarity, Axl, and Avivo for service lab rapid turnaround offeringsHosted by Ausha. See ausha.co/privacy-policy for more information.
Just received a PFAS Notice at home? Don't panic - let's go through it together! #️⃣ All the Links Mentioned in this Video #️⃣ Johns Hopkins study on PFAS in Bottled Water: https://pubmed.ncbi.nlm.nih.gov/34118648/ Study on PFAS in Beer: https://pubmed.ncbi.nlm.nih.gov/40272161/ The Toronto Paper on LCMS to detect PFAS at ppt levels: https://pubs.acs.org/doi/10.1021/ac0100648 Decline in vaccine efficiency linked with blood PFAS levels: https://pubmed.ncbi.nlm.nih.gov/22274686/ Increased cholesterol linked with PFAS in blood: https://pmc.ncbi.nlm.nih.gov/articles/PMC3116641/ Pregnancy disorders linked with PFAS: https://pubmed.ncbi.nlm.nih.gov/35696844/ The AWWA vs EPA lawsuit: https://www.awwa.org/resource/pfas/ Tapscore's PFAS screening test: https://mytapscore.com/products/epa-8327-pfas-screen-water-test 10 PFAS questions answered: https://www.youtube.com/watch?v=5dlH0RSCtH0 🎙️ PODCAST 🎙️ Website: https://dww.show/podcast/ Smartlink: https://smartlink.ausha.co/dont-waste-water 👋 SOCIAL MEDIA 👋 LinkedIn: https://www.linkedin.com/in/antoinewalter1/ ⏰ TIME CODES ⏰ 00:00 The PFAS letter 01:23 Detecting PFAS 04:12 There's PFAS. Then what? 06:01 PFAS contamination odds 07:30 PFAS Health Impacts 08:47 3 Wrong Reactions 09:25 PFAS in Bottled Water 13:54 PFAS in Beer 14:42 Solution 1 17:57 Solution 2 19:31 The BEST Solution 22:10 Next Steps 📝 IN THIS VIDEO 💌 Why you're receiving PFAS notification letters and what they actually mean for your health and water quality 🧪 The surprising truth about PFAS in bottled water and beer, with eye-opening research revealing widespread contamination 💰 Why individual filtration costs 200 times more than community solutions, with a detailed cost breakdown of all your options 🚿 Three practical solutions to protect your family from PFAS, with one clear winner that most people overlook 🔬 How water analytics has evolved from detecting "poo in your drinking water" to measuring trace contaminants at parts per trillionHosted by Ausha. See ausha.co/privacy-policy for more information.
How can Swirltex claim to succeed where membranes always failed? Listen to this!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/🙌 Supporters 🙌 A big thank you to my partner SimpleLab: https://link.dww.show/simplelab And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot#️⃣ All the Links Mentioned in this Episode #️⃣Connect with Peter on LinkedIn: https://www.linkedin.com/in/peter-christou-4b758043/Swirltex' website: https://swirltex.com/Peter's first appearance on the podcast: https://smartlink.ausha.co/dont-waste-water/s11e5-how-swirltex-nearly-crushed-its-founder-before-taking-off🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-waterWebsite: https://dww.show/podcast/🙋 QUESTION: What would you like me to cover next?⏰ TIME CODES ⏰00:00 In this Week's Episode 01:49 Innovation in Membrane Technology04:32 Strategic Pivot and Market Focus08:39 Sales and Testing Process16:31 Client Relationships and Support21:31 Market Expansion and Partnerships25:45 Scaling and Growth Strategy30:49 Future Plans and Market Expansion40:15 Execution and Infrastructure48:18 2030 Vision📝 IN THIS WEEK'S EPISODE🔄 How Swirltex's revolutionary membrane technology creates a 50/50 air-water mixture under pressure, achieving unprecedented filtration performance without traditional pre-treatment💰 Why the company's strategic pivot to standardized membrane skids builds 24% recurring revenue while targeting Food & Beverage as their primary vertical (90% of sales)🌊 How their unique testing process allows clients to see exact removal rates before proposals, solving consistency problems that plague traditional filtration technologies like DAF🚀 Inside the company's growth strategy, balancing $5M in confirmed projects while raising capital to scale from direct sales to channel partners and OEM relationships🔬 The technological breakthrough that makes their membranes excel at handling oil, grease, and colloidal materials that would quickly foul conventional membrane systemsAbout this Podcast:Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike. Hosted by Ausha. See ausha.co/privacy-policy for more information.
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