(don't) Waste Water!

What Is the Real Water Problem Behind AI Data Centers - and Where Is the $1.3 Billion Opportunity? AI Water seems to concern everybody, while data center water treatment is the fastest-growing industrial water vertical in the world - $1.35 billion in 2025, growing at 13.3% per year. But the media is chasing the wrong story. The real problem isn't consumption volume — it's the concentrated industrial wastewater that cooling towers produce. This episode maps the opportunity most investors are missing. A

Why Did a Broke Football Club Owned by Gucci's Family Invest Millions in Water Reuse? Stade Rennais, the French football club owned by the Pinault family behind Kering (Gucci, Balenciaga, Bottega Veneta...), buried a €1.5 million closed-loop water system under its renovated La Piverdière training complex in February 2025. This investment, during French football's worst financial crisis, reveals a widening gap between what water costs and what water is truly worth - using water reuse as its vehicle.

How Much Does The USA Really Need to Fix Its Water Infrastructure? And Why Is Nobody Talking About the Real Number? (Hint: the US EPA has it wrong!)I built a bottom-up predictive model spanning 32 federal datasets, 433,000 water systems, and 15.1 million regulatory violations to determine the true cost of bringing US water infrastructure back to shape. The answer: $3.9 trillion over twenty years (that's three times the EPA's official estimate of $1.25 trillion)

Can Europe's Sewage Plants Replace Russian Gas? (aka: the €1.9 Billion Biomethane Opportunity) Europe's wastewater treatment plants are sitting on a massive untapped energy reserve. With the right upgrades, roughly 1,900 facilities across Europe could produce 13.4 billion cubic meters of biomethane per year — matching Russia's remaining pipeline gas deliveries in 2024. Let me break down the economics, the technology, and the investment landscape driving this shift.

How Did Pierre Côté Build Two Unicorn Water Technologies - and Why Is He Now Betting on Algae? Pierre Côté is arguably the most successful water technology inventor alive. With over 100 patents across four decades, he created ZeeWeed (the membrane that launched the $3.63 billion MBR market) and co-invented ZeeLung (anchoring the ~$500 million MABR market). Now in his seventies, he's co-founded AlgaFilm Technologies to tackle nutrient removal with algae biofilm.

Can 4 Volts of Electricity Replace 60 Bars of Pressure in Seawater Desalination? ilion Water Technologies is a 2025 spinout from the Physics Laboratory of the École Normale Supérieure in Paris. Their VIRO (Voltage-Induced Reverse Osmosis) technology claims to replace the high-pressure pump train in seawater desalination with an alternating electric field applied to engineered composite membranes, operating at atmospheric pressure.

Why Are Water Testing Methods Dangerously Outdated - And What's the Fix?Tired of stitching together Crunchbase, overpriced reports, and "a guy who knows a guy"? I built the fix. 50 Founder Seats. Join the waitlist: leviathandata.io

How Did H2O Innovation Build a Water Empire Through 18+ Acquisitions (M&A) and What Happens Now Under Private Equity?More #water insights? Get my free mapping of 267 water investors here: https://investors.dww.show

How is Cycle H2O (a new Water VC) De-Risking Early Stage Water Tech Investment?More #water insights? Get my free mapping of 267 water investors here: https://investors.dww.show

What Wastewater Products Can You Actually Buy for Christmas?

How Will Ovivo Rebuild to Full Size in 10 Years After the Ecolab Deal?

How Is Aqua Membranes Scaling 3D-Printed Water Membranes Spacers from Garage Startup to 200,000 Square Foot Manufacturing Facility? Let's find out!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/

Can Cloud Harvesting Revolutionize Water Production? A Deep Dive into AirHES Technology

How Does Water-as-a-Service Drive Billion-Dollar Exits in Infrastructure Investment?

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/

How Can We Afford to Remove PFAS from Our Environment When Treatment Costs Exceed Global GDP?

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/

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/

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

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

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

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

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

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

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

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

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

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.

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/

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/

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/

3 Radical Approaches Solving Water Scarcity Today, in just one video! More #water insights? Subscribe to my newsletter: https://www.linkedin.com/newsletters/6884833968848474112/

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

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/

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/

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/

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/

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/

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/

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/

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

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/

This simple sequence makes 83% of Water Founders Leave Early - that's what I found, investigating 1571 water tech companies and their 3356 founders!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/

Ever wondered if unbreakable membranes really existed? Listen to this!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/

Are 100x multiples achievable in Water Tech when no-one ever reached 10x? Peter Yolles (Echo River Capital) believes so... and he's on track to prove it!How? Listen to this!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/

What if decentralized water bottle plants were the key to providing safe and affordable drinking water to rural communities? Learn how in this World Water Day Special!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/

What if your next AI prompt could help restore wetlands and improve water security? Listen to this!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/

What went on at Aquatech Amsterdam 2025? What's to remember and take home? Listen to this!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/Check out SimpleLab: https://gosimplelab.com/Check out Blue Foot Membranes: https://bluefootmembranes.com/#️⃣ All the Links Mentioned in this Video #️⃣Hope Hydration: https://www.hopehydration.com/ QUA's nomination for the Global Water Awards: https://globalwaterawards.com/ Holland Sensor: https://hollandsensor.com/ SUIKI by TDK: https://suiki.earth/ REDstack: https://www.redstack.nl/ Oxyle: https://oxyle.com/ Aquagga: https://www.aquagga.com/ Puraffinity: https://www.puraffinity.com/technology Purgatoria: https://purgatoria.nl/en/

China proposed to add direct lithium extraction technologies to its export control list. In short: DLE Tech faces an export ban! What consequences will it have for Lithium Projects around the World? Who's secretly celebrating this export ban, and why? What are quick fixes and long-term solutions? How does this play more broadly in China's long game in the EV revolution? Let's find out! #️⃣ All the Links Mentioned in this Video #️⃣ My exploration of Eramet (and beyond) - https://www.youtube.com/watch?v=x3bMCdZj760 My interview with Standard Lithium's CEO - https://www.youtube.com/watch?v=rz3w6IAy_38 My exploration of the Salton Sea - https://www.youtube.com/watch?v=fN9pmk83_xo My short on Simbol Material - https://www.youtube.com/shorts/q_2SCrDkC-A My Lithium Project - https://www.youtube.com/watch?v=JeZJpBySIQo

Turing just raised a $14 million Series A to further develop its Artificial Intelligence solutions applied to ware. Curious about the full story? Listen to this!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/Big thanks to my sponsor, SimpleLab: https://gosimplelab.com/#️⃣ All the Links Mentioned in this Video #️⃣Turing's Series A: https://theturingcompany.com/turing-secures-14-million-to-scale-ai-powered-water-management-solutions/Hiep Le's Linkedin: https://www.linkedin.com/in/hiep-le-187a7a14/Prakash Govindan's appearance on the podcast: https://smartlink.ausha.co/dont-waste-water/s11e1-an-unpopular-challenging-yet-true-take-on-venture-capital-in-water