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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 😅).
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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How Does Water-as-a-Service Drive Billion-Dollar Exits in Infrastructure Investment? 🙌 Supporters 🙌 A big thank you to my partner SimpleLab: https://link.dww.show/simplelab ⬇️ IN THIS VIDEO ⬇️ Seven Seas Water Group is a vertically integrated water infrastructure platform that designs, builds, finances, operates, and maintains water and wastewater treatment facilities under long-term service agreements. The company recently completed a successful exit from Morgan Stanley Infrastructure Partners to EQT Infrastructure, operating over 210 water-as-a-service contracts across the Caribbean and United States with particular expertise in brackish water desalination and decentralized treatment systems. Henry Charrabe is the CEO of Seven Seas Water Group who led the company through a successful four-year transformation and exit, previously serving in executive roles at Fluence Corporation, and is recognized for pioneering the application of water-as-a-service business models in US municipal and industrial markets. 🌶️ KEY SPICES 🌶️ 💰 Vertically integrated platform - Seven Seas handles design, engineering, financing, construction, and operations in-house, eliminating margin stacking for lower costs and faster execution than multi-partner competitors⚡ Proven track record at scale - 210+ active water purchase agreements with 15-30 year terms demonstrate repeatable success new entrants cannot easily replicate🔄 Patient capital meets expertise - The exit proves infrastructure investors holding 4+ years combined with deep water knowledge generate exceptional returns in underinvested US infrastructure📊 Public vs private dynamics - Public water equities offer lower risk and liquidity; private funds deliver superior returns for patient capital—both forming a necessary growth ecosystem🥜 IN A NUTSHELL 🥜 Why is water-as-a-service winning? Performance-based contracts align incentives—investors only get paid when delivering contracted water quality and quantity.What makes the US market attractive? Massive infrastructure underinvestment, creditworthy municipal off-takers, and decentralized systems create exceptional deployment opportunities.How do private and public returns differ? Private water investments achieve 10x returns with patient capital, while public equities deliver 14-15% annually with lower risk and immediate liquidity.Why fewer IPOs today? Cyclical markets favor private-to-private exits when strategic buyers offer better valuations than public market multiples.What's the biggest opportunity? Reducing waste beats new supply—California loses 32% to inefficiencies, making conservation more economically attractive than desalination.#️⃣ Mentioned Links #️⃣ Seven Seas' websiteLoughlin Water PartnersOrange Ridge CapitalRobin Castelli's book⏰ TIME CODES ⏰ 00:00 Live from NYC's Climate Week 04:00 Henry Charrabé (Seven Seas Water) 25:49 John Rosenberg (Loughlin Water Partners) 40:08 Robin Castelli (Orange Ridge Capital) 50:01 Closing Hosted by Ausha. See ausha.co/privacy-policy for more information.
🤔 What Happened to Source Global's Water-from-Air Technology? 🙌 Supporters 🙌 A big thank you to my partner SimpleLab: https://link.dww.show/simplelab My best water tech analysis straight to your inboxSOURCE (formerly Zero Mass Water) produced drinking water from air using solar-powered Hydropanels. Founded in 2015 by Cody Friesen, it raised $270 million, becoming one of water tech's most-funded companies.🥜 IN A NUTSHELL 🥜 What was Source Global's core technology? Solar-powered Hydropanels that extract drinking water from atmospheric humidity, requiring no electrical or water infrastructure.Why did the company fail despite massive funding? Ran out of cash after failing to raise funds, faced major quality issues from Malaysian manufacturing, and had unsustainable costs versus traditional water delivery.What were the main product problems? High failure rates within 2-3 years, frequent fan and battery breakages, and warranty quietly reduced from 10 to 5 years.Did Source attempt a business pivot? Acquired Proud Source Water and launched Sky Water, building Hydropanel farms to produce canned atmospheric water at scale.What remains of Source Global today? The founder and executives left in early 2025. Hydropanels and Sky Water are out of stock, but the acquired Proud Source Water business continues operating.#️⃣ Mentioned Links #️⃣ SOURCE's SEC filings (over the years): Source on GlassdoorSource's troubles in AllensworthMy own interview with Source, four years agoSource's website (still active)Cody Friesen's LinkedIn profileProud Source Water's websiteThe Marianna Hydropanel Farm on Google MapsThunderf00t's original videoHosted by Ausha. See ausha.co/privacy-policy for more information.
How Do 32+ Electrochemical Water Oxidation Technologies Compete for PFAS Destruction Market Share? 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, Georg Fischer: https://www.gfps.com/com/en/products-solutions/solutions/design-prefabrication.html#!How Do 32+ Electrochemical Water Oxidation Technologies Compete for PFAS Destruction Market Share?Electrochemical Water Oxidation is an emerging treatment technology that uses electrical current to break down persistent contaminants like PFAS in industrial wastewater. With 32 identified companies developing proprietary systems—17 specifically targeting PFAS destruction—this crowded market represents both intense competition and strong validation of a rapidly growing industrial need.Antoine Walter is a water technology analyst and podcast host who has interviewed nine electrochemical oxidation companies, conducted comprehensive market research across 32 players in the space, and provides strategic insights for entrepreneurs, investors, and water industry executives navigating this competitive landscape.🌶️ KEY SPICES 🌶️⚡ Power Density Range: Technologies span three orders of magnitude (100-10,000+ A/m²), with higher densities potentially enabling more compact treatment systems💎 Electrode Materials: Boron-Doped Diamond (33%) and Titanium suboxide (28%) lead among PFAS-focused companies, with Mixed Metal Oxide dominant overall🎯 Market Maturity: 53% of PFAS-targeting companies operate at TRL 8 with only two at full commercial deployment (TRL 9)🧪 Defluorination Proof: Four companies have achieved third-party verified >90% defluorination, with half reporting complete PFAS destruction capabilities🏭 Minimal Chemistry: 58% operate with minimal chemical addition, and 83% self-clean through electrical reversal or direct capacity🥜 IN A NUTSHELL 🥜What's the actual market size? Only an estimated 250 of 10 million global industrial facilities have addressed PFAS in wastewater, with perhaps 24 choosing electrochemical oxidation—creating fierce competition for limited installations.How do electrode materials differ? Boron-Doped Diamond offers superior performance but higher costs, while Mixed Metal Oxide and Titanium suboxide provide alternatives, with some companies opting for sacrificial anodes to reduce expenses.What determines system performance? Power density, pH tolerance (46% work at neutral pH), electrode lifetime, and reactor design collectively influence treatment efficiency and operational costs more than any single factor.Are these technologies deployment-ready? Most companies (TRL 7-9) have moved beyond lab-scale, though only Axine and AECOM have reached full commercial deployment with multiple installations.What's the investment opportunity? The collective $120M raised across startups represents capital-efficient validation, with regulatory pressure intensifying and the addressable market potentially growing 10x within three years.Hosted by Ausha. See ausha.co/privacy-policy for more information.
How Can We Afford to Remove PFAS from Our Environment When Treatment Costs Exceed Global GDP?🙌 Supporters 🙌 A big thank you to my partner SimpleLab: https://link.dww.show/simplelab ⬇️ IN THIS EPISODE ⬇️PFAS (per- and polyfluoroalkyl substances) are persistent synthetic chemicals used in countless everyday products that contaminate drinking water, wastewater, and the environment. These "forever chemicals" accumulate irreversibly in our bodies and ecosystems, creating mounting health risks for current and future generations while presenting unprecedented economic and regulatory challenges.Dr. Ali Ling is a professor at the University of St. Thomas specializing in PFAS management and wastewater treatment, with a decade of consulting experience helping industrial and municipal facilities address emerging contaminants, and expertise in big-picture systems thinking for environmental risk assessment.🌶️ KEY SPICES 🌶️💰 Cost-Effective Approach - Source reduction is 1,000 times cheaper than environmental cleanup, with upstream industrial controls costing hundreds versus millions of dollars per kilogram of PFAS removed🔬 Technology Expertise - Comprehensive knowledge of GAC, ion exchange, destruction technologies, and emerging treatment solutions across drinking water, wastewater, and industrial applications📊 Data-Driven Strategy - Evidence-based analysis showing that removing PFAS at current production rates would exceed global GDP, making source control the only viable path forward🎯 Risk Prioritization - Understanding that drinking water represents less than 20% of human PFAS exposure, with diet and indoor dust contributing significantly more to health risks🌍 Future-Focused Thinking - Emphasis on persistence as a critical factor, recognizing that today's PFAS releases create irreversible accumulation threatening future generations🥜 IN A NUTSHELL 🥜Why is cleaning up PFAS from the environment economically impossible? Removing PFAS from the environment at the rate we produce it costs millions of dollars per kilogram and would exceed global GDP, while upstream source control costs only hundreds to thousands of dollars per kilogram.What's the biggest misconception about PFAS treatment? Most people focus on drinking water cleanup as a past problem, but we're still actively producing massive amounts of PFAS today, and drinking water represents less than 20% of human exposure to these persistent chemicals.Should utilities treat PFAS in wastewater effluent? Treating municipal wastewater effluent is extremely expensive and environmentally impactful, whereas addressing industrial discharges and landfill leachate at their concentrated source points is far more cost-effective and logical.How do we prevent regrettable substitution when phasing out PFAS? The European Union is implementing better frameworks that assess both persistence and toxicity before approving chemicals, while companies like IKEA and H&M have successfully phased out PFAS entirely from their supply chains.#️⃣ Mentioned Links #️⃣Ali Ling's LinkedIn profileAli's paper on the costs to remove PFAS from the environmentHosted by Ausha. See ausha.co/privacy-policy for more information.
What's to remember from WEFTEC 2025? Here are my 5 Water Tech picks, 3 Marketing Tips, the State of the Union on the Water/AI Nexus, and much more. Wanna get 3 Days at WEFTEC summarized in 70 Minutes? 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#️⃣ All the Links Mentioned in this Video #️⃣BDP EnviroTech's website: https://bdpenvirotech.com/Lummus Technology's website: https://www.lummustechnology.com/Weaver Labs' website: https://www.weaver-labs.com/Algafilm's website: https://algafilm.com/CREW Carbon's website: https://crewcarbon.com/GWI's new Water Investment Navigator: https://www.winwaterprojects.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-waterWebsite: https://dww.show/podcast/🙋 QUESTION: What would you like me to cover next?⏰ TIME CODES ⏰00:00 Introduction01:22 XPRIZE Water Scarcity02:56 3 Shortlisted for XPRIZE07:05 #5 Water Tech Pick - BDP EnviroTech16:03 #4 Water Tech Pick - Lummus Technology23:59 My Rules & Thank You SimpleLab25:01 WEF Board Member Interview28:21 #3 Water Tech Pick - Weaver Labs35:56 #2 Water Tech Pick - Algafilm Technologies45:13 3 Tips to Power Up your Tradeshow Marketing48:27 #1 Water Tech Pick - CREW Carbon59:45 The Water AI Nexus1:01:36 GWI's take at AI (with WEF)1:08:28 Best WEFTEC EverAbout 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.
Will we die young & rich or live older & less rich? That is why Henk Ovink is formal: We will fail on climate change if we fail on water. Wanna know why? 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 for Sciens Water's great Rethinking Water where this interview was recorded: https://scienswater.com/ #️⃣ All the Links Mentioned in this Video #️⃣ Global Commission on the Economics of Water Final Report: https://watercommission.org/#report My conversation with Sean Davis on PPPPs modelsMy UN Water Conference 2023 coverage: Day 1: https://www.youtube.com/watch?v=sOs5J6VymwE Day 2: https://www.youtube.com/watch?v=2bQhz_yHN5U Day 3: https://www.youtube.com/watch?v=XZZaON3Pr0c Final Coverage: https://www.youtube.com/watch?v=7gksQHzCYVA 🎙️ 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 01:52 Key Findings of the Global Commission on the Economics of Water 07:55 In-Depth Discussion with Henk Ovink 11:12 Economic Value of Water Investments 15:45 Challenges and Future Outlook 18:29 The Consequences of Ignoring Climate Change 20:21 The Role of Decision Makers and Coalitions 22:17 Reflections on the UN Water Conference 27:26 The Complexity of Global Water & Climate Challenges 32:25 The Path Forward 📝 IN THIS WEEK'S EPISODE 💸 Why choosing between dying "young & rich" vs "older & less rich" defines our water future - and the shocking GDP numbers that prove it 🌍 How 4,000 liters per person per day completely reframes everything we thought we knew about water justice (hint: it's not about drinking water) 🎯 The five radical missions that could save 25% of irrigation water by 2050 while actually increasing farmer incomes 💔 What really happened at the UN Water Conference that left me staying up all night with crushing disappointment - and why there's still hope 🔥 Why "stupidity pays off in the short term" is destroying our planet - and the 10-year tipping point we're racing towardsHosted by Ausha. See ausha.co/privacy-policy for more information.
How did SKion Water turn a $142M "apple tree" into $1.8B gold with the carve out of Ovivo's Electronics division to Ecolab? Let's find out! My best water tech analysis straight to your inbox: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6884833968848474112🙌 Supporters 🙌 A big thank you to my partner SimpleLab: https://link.dww.show/simplelab #️⃣ All the Links Mentioned in this Video #️⃣Ovivo Electronics carve-out to Ecolab: https://www.ovivowater.com/en/news/ovivo-to-sell-electronics-division-to-ecolab/ SKion Water's website: https://www.skionwater.com/en/ My conversation with Reinhard Hübner: https://smartlink.ausha.co/dont-waste-water/s5e1-the-7-secrets-of-the-water-company-of-the-year-you-shall-absolutely-steal LG Chem's carve out of its RO division: https://www.youtube.com/watch?v=aFPOrr-ycFM🎙️ 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 If Ovivo was a Tree 01:20 Ovivo's History 06:50 Water Investment Consequences 11:46 Water Valuations 16:54 The Rise of PE-Backed Platforms📝 IN THIS WEEK'S EPISODE 🌳 How SKion Water built a $142M acquisition into a $1.8B exit while keeping half the company - the apple tree story that proves water investment delivers 10x returns 💰 The cascade of billion-dollar water deals in 2024 that's proving once and for all that water investments outperform traditional sectors with documented 2x to 10x multiples 🎯 Why pure-play water companies massively outperform conglomerates and how the semiconductor water boom is creating unprecedented valuations 🏗️ The emergence of 20+ PE platforms actively reshaping the water sector through strategic roll-ups and the specific revenue ranges they're targeting 📊 The Water Food Chain framework that reveals exactly where the next wave of acquisitions will happen and what valuation multiples entrepreneurs and investors can expect at each levelAbout 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.
Aquatech just acquired Koch Technology Solutions’ direct lithium extraction business - Here are my 3 key takeaways! #️⃣ All the Links Mentioned in this Video #️⃣ Aquatech's press release: https://www.prnewswire.com/news-releases/aquatech-acquires-kochs-direct-lithium-extraction-business-integrating-li-pro-dle-into-the-pearl-technology-platform-302558347.html My conversation with Devesh Sharma: https://youtu.be/inlyb_aMtzw?si=z1uTHU6GlRvmuKPl My full exploration of the Lithium World: https://www.youtube.com/watch?v=JeZJpBySIQo&t=1s 🎙️ 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/DontWasteWaterPodcast ⏰ TIME CODES ⏰ 00:00 Aquatech acquires Koch Technology Solutions' DLE 00:47 The Story 04:01 The Business 07:00 The Market 11:45 EpilogueHosted by Ausha. See ausha.co/privacy-policy for more information.
Could this new material finally change Reverse Osmosis for the better? Let's dig into it! 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 #️⃣ All the Links Mentioned in this Video #️⃣Nala Membranes: https://www.nalamembranes.com/ Sue Mecham's LinkedIn: https://www.linkedin.com/in/sue-mecham-a34252/ The theory of Water Innovation: https://youtu.be/A36PsBc1cnc?si=YFkiE4vdj3pJRS59 My conversation with ZwitterCo: https://smartlink.ausha.co/dont-waste-water/s8e17-zwitterions-super-powers-could-solve-wastewater-membranes-number-one-problem 🎙️ 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 02:03 The Innovator's Dilemma 08:01 Technical Deep Dive: NALA's Chlorine Tolerant Membranes 15:13 The Mother-Daughter Duo Behind Nala Membranes 19:09 Manufacturing and Market Adoption 31:50 Custom Development and Future Prospects 34:39 Industrial Wastewater and Market Potential 36:39 Partnerships and Business Strategy 38:21 Funding and Future Plans 46:12 Global Expansion and Manufacturing 51:30 Rapid Fire Questions and Closing Thoughts📝 IN THIS WEEK'S EPISODE 🧬 How a mother-daughter duo created the first new membrane material in 40 years after everyone said it couldn't be done 💰 Why eliminating biofouling with chlorine-tolerant membranes could slash operating costs by 24% overnight 🏭 What makes industrial wastewater treatment the perfect proving ground for disrupting the membrane oligopoly 🔬 How controlling both polymer chemistry and manufacturing unlocks custom membrane solutions nobody thought possible 🚀 Why bootstrapping on a shoestring budget might beat the heavily-funded competition to global membrane domination by 2030 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.
How did some of the greatest content creators raise $41.5 Million in one month for Water Access? 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/How did #TeamWater raise $41.5 million to enable access to safe drinking water for 2 million people for 20 years? That's the strength of (most) of the World's most influential creators! But, as a water professional, what do I take home? Here are: 5️⃣ My 5 praises for the incredible achievements of @MrBeast, @MarkRober and all the other members of #TeamWater 3️⃣ The 3 things I would have done differently (hey, I need to nitpick or I wouldn't be French anymore, right?) 4️⃣ The 4 overlooked extraordinary wins of that Month of Water Rallies If you want to dive deeper into the topic, check: 🙌 My conversation with 1001Fontaines💪 My incredible hour with Gary WhiteIf you want to further understand the fascinating World of water, make sure to subscribe, and let's discuss all of the above in the comments! In this episode: 00:00 TeamWater's achievements 02:27 About Me (so you know where I'm speaking from) 03:21 The Good 09:28 The Bad 15:11 The Overlooked 20:41 EpilogueHosted by Ausha. See ausha.co/privacy-policy for more information.
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.























