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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/
In this episode, live from World Oil's MCEDD conference in Madrid, Spain, World Oil speaks with Chris Barton, Vice President, Strategic Account Management, Wood about the history of the MCEDD conference and the overall state of the deep water market.
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
Wanna know how the mountains of shrimp shells polluting our landfills could actually clean our water? Listen to this!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/A big thanks to my sponsor, SimpleLab! https://gosimplelab.com/In short: CrustaTec is transforming shrimp shell waste into sustainable water treatment solutions. Using chitosan, a polymer extracted from shrimp shells, they've developed both a filter for textile dye removal and a natural flocculant for wastewater treatment that offers an eco-friendly alternative to traditional chemical treatments.#️⃣ All the Links Mentioned in this Episode #️⃣Crustatec's website: http://crustatec.com/Maria's LinkedIn: https://www.linkedin.com/in/amorinmariaisabel/The World Bank's Water Youth Innovation Challenge: https://blogs.worldbank.org/en/jobs/calling-youth-aquapreneurs-water-your-innovations-climate-crisisThe EAWAG's website: https://www.eawag.ch/en/
Wanna see the Future of the Water Industry? Listen to this! More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/ A big thanks to my sponsor, SimpleLab! https://gosimplelab.com/ I know the future - so let me share it! Indeed, yes, I did it again: I drowned myself in 153'482 LinkedIn ads for the keywords "Water" and "Wastewater" from Q2 to Q3 2024 (using a “slightly homemade” scraping approach - please forgive me, LinkedIn!). I did so, looking for the signals companies believe will make them money in 2025 - that's how I know the future. Why ads, you ask? Well, for a simple reason: businesses rarely burn ad budgets on dead-ends. So, if they're paying to talk about it, they must see an ROI! Here's the executive summary of what I learned: that's hopefully enough to give you plenty of conversation starters and investment hints!
Liquid-liquid extraction technology, when implemented innovatively, can transform lithium extraction by dramatically reducing costs and environmental impact! Wanna understand how? Listen to this!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/Thanks to my sponsor, SimpleLab! Check them out ➡️ https://gosimplelab.com/#️⃣ All the Links Mentioned in this Video #️⃣Altillion's website: https://www.altillion.com/Connect with Jay Keener on LinkedIn: https://www.linkedin.com/in/jay-keener/My conversation with Chris Wyres from Evove: https://smartlink.ausha.co/dont-waste-water/s9e7-how-to-eradicate-dead-zones-cut-energy-needs-by-80-and-double-lithium-selectivity
Wanna understand PFAS? What makes them "forever chemicals"? What to do with them when they're in water? What the regulation says? Listen to this! More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/ #️⃣ All the Links Mentioned in this Video #️⃣ Environmental Working Group PFAS Map: https://www.ewg.org/interactive-maps/pfas_contamination/ Northeastern University PFAS Sites Map: https://pfasproject.com/pfas-contamination-site-tracker/ My interview with Julie Bliss Mullen (Aclarity): https://smartlink.ausha.co/dont-waste-water/s11e2-how-aclarity-bootstrapped-its-journey-from-b2c-to-pfas-destruction My conversation with Fajer Mushtaq (Oxyle): https://smartlink.ausha.co/dont-waste-water/s11e6-how-oxyle-destroys-pfas-with-the-energy-you-d-actually-waste My podcast with Kobe Nagar (374Water): https://smartlink.ausha.co/dont-waste-water/s4e15-is-supercritical-water-oxidation-a-solution-for-pfas-energy-more My conversation with Henrik Hagemann (Puraffinity): https://smartlink.ausha.co/dont-waste-water/s7e15-should-we-really-destroy-pfas-no-your-fridge-knows-a-better-way
Ever wondered if there was a better way to desalinate water? Listen to this!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/#️⃣ All the Links Mentioned in this Video #️⃣My conversation with Alexander's VC investor: https://smartlink.ausha.co/dont-waste-water/s10e16-the-secret-formula-for-profit-in-water-tech-ventures-tom-ferguson-s-unfair-advantageMy breakdown of 2024's Water Tech Investment Landscape: https://youtu.be/EqQwOC-ys4cFLocean's website: https://www.flocean.green/
What's to learn from 2024's pivotal water tech investment year? Let's find out! ➡️ Download the (Free, no strings attached) infographic: https://www.dropbox.com/scl/fi/vngynn1tc9vce8pzjsnds/7-Must-Know-Water-Tech-Trends-For-Investors-Infographic.pdf?rlkey=313r4mwyx3hsl751tmymdjuqk&st=m7zvchez&dl=0
As 2024 wraps up, the water sector is buzzing with unprecedented opportunities. In this special episode, 20+ visionary water leaders share their most powerful insights on how to capture the next wave of innovation and growth in water tech!
We treat water with oil - true story! Coagulants and Flocculants used in wastewater treatment are oil-based and often feature Polyacrylamide (or PAM). But there's no other way around, right? Well, there's one, and it looks (very!) promising. Wanna find out? Listen to this! More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/ #️⃣ All the Links Mentioned in this Video #️⃣ My conversation with Gingko Bioworks: https://smartlink.ausha.co/dont-waste-water/s10e9-coding-the-future-ginkgo-bioworks-synthesis-of-biology-and-technology My Growth Story with MembrIon: https://www.youtube.com/watch?v=jPlXltrIvWU Talk with Amielle on LinkedIn: https://www.linkedin.com/in/amiellelake/ ... or per email: amielle@carbonet.com
Why is everyone suddenly obsessed with water technology? When GE sold its water division in 2017, nobody blinked. But in 2024, Georg Fischer's stock jumped 15% when they announced they're selling everything BUT water! Plus GF's not alone: DuPont and Danaher are making similar moves, and there's a World in which Veolia might move along. What changed? Water tech companies are expected to grow from $290B to $1.4T in value by 2034. From being seen as "slow-growth" and "low-tech" a decade ago, water technology is now the hottest asset in industrial portfolios. Let's explore what this means for the future of the #WaterSector - and more precisely for #WaterTech companies! Get my friend Björn to buy me a beer (and pocket the 10% discount) subscribe to Global Water Intelligence using the code "BJOERN10" My Full Interview with Mads Joergensen (GF's CFO): https://www.youtube.com/watch?v=_Qg05MfjB7g My (impromptu) coverage of the Xylem/Evoqua Merger: https://www.youtube.com/watch?v=MrwKzgZYj5U
Georg Fischer (or GF) just announced that it divested its Machining Solutions arm for about 650 million Swiss francs to United Grinding Group and evaluated strategic options to do the same with its Casting Solutions division. Said differently, GF fully embraced its new trajectory: becoming a Water and Flow solutions company, with, on top of this, the ambition to become the World leader at that (starting from number two).Here's what I discussed with Mads:Why are companies like GF pivoting entirely toward water solutions?How does a traditional industrial company make a leap into sustainable infrastructure?Can the water market really sustain 8% growth?How do acquisitions fit into GF's $5 billion revenue goal?What makes water infrastructure a smart investment right now?How can investing in water align with sustainable goals?What's the "ketchup effect" in mergers and acquisitions?If you want to follow up with Mads, reach out to him on LinkedIn: https://www.linkedin.com/in/madsjoergensen/Key IdeasStrategic Shift in Water Sector: GF divested its machining solutions and plans to exit its casting solutions divisions to focus on water-related products. This pivot, welcomed by the market, positions GF as a pure-play water and flow solutions company in response to global water scarcity concerns, increasing the attractiveness of water infrastructure investments.Acquisition of Uponor: GF's recent 2.1 billion CHF acquisition of Uponor bolstered its presence in piping systems and set the foundation for a focus on water solutions. GF sees Uponor as essential to consolidating its market position and is pursuing acquisitions in similar companies to reach its revenue goal of 5 billion CHF by 2030.Market Fragmentation and M&A Strategy: The water market's fragmentation offers GF a path to scale rapidly through strategic acquisitions of companies between $75 million to $125 million, quickly integrating them to build a resilient, scalable business. This acquisition approach aims to make GF the market leader by capitalizing on economies of scale but mostly scope.Sustainable Investment Appeal: With investors increasingly focused on environmental impact, GF's shift aligns with sustainability and long-term profitability. Mads Joergensen highlights how water infrastructure is crucial for economic stability and environmental health, positioning GF as a high-impact investment opportunity that appeals to both financial and environmental investors.Global Expansion Plans: GF is aiming for geographic diversification with a balanced presence across the U.S., Europe, and Asia. This global reach, coupled with sector diversification across building, industrial, and infrastructure flow solutions, offers resilience and positions GF to capitalize on the growing global water market.Challenges and Caution in Water Innovation: Water technology has long development cycles, sometimes taking decades to reach market maturity. GF's approach focuses on proven technologies and scalable solutions, reducing exposure to riskier, early-stage innovations.Hey, and for the sake of full disclosure: this is NOT a sponsored episode (at all), but GF happens to be my employer when I'm not running this podcast
You need to know the rules to beat the rules ⬇️ Water innovation takes decades to be adopted: 35 Years for the average water tech! For their book "The Dynamics of Water Innovation," Paul O'Callaghan and his team reviewed 488 water technologies to identify patterns, timelines (and ways to accelerate them), and some of the specificities of water entrepreneurship. In this review, I share with you the key learnings, but also my feelings about the book. Spoiler: you should read it! ➡️ Get the book: https://www.braveblue.world/book
Gross Wen Technologies reached $15 Million in yearly sales while rolling out in three verticals and getting selected among hundreds of contestant in THE Global Water Hub - aka Singapore.All on the back of a simple, even seemingly simplistic technology: algae-based nutrient removal (and recovery).Oh and did I forget? They profitable from the get-go. What's the secret? Let's find out!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/ #️⃣ All the Links Mentioned in this Video #️⃣ Gross Wen Technologies' Website: https://algae.com/Connect with Martin on LinkedIn: https://www.linkedin.com/in/martin-gross-39125755/The last time we covered Green Algae on the podcast: https://smartlink.ausha.co/dont-waste-water/s4e11-are-you-still-fighting-green-algae-here-s-what-to-do-insteadMy Coverage of WEFTEC: https://youtu.be/UnvaN9ZDjPs
The World's largest water company is ambitious: it plans on growing 3 times faster than the market, so that its water tech and new solutions business lines will grow by 50% by 2030. How? By introducing 5 Priority Offers, starting with a new dedicated PFAS removal arm: BeyondPFAS. Let's dig into it!
Here are my curated picks from WEFTEC 2024:
The US Water Infrastructure is crumbling - and it may be time for Policy to effectively jump in. Let's discuss how and why with: ➡️ Mae Stevens (the highly praised water lobbyist who wrote the Bill in response to the Flint Crisis - and SO much more): https://www.linkedin.com/in/maestevens/ ➡️ Melisa Logan (Mayor of Blytheville, Arkansas): https://www.mrcti.org/meet-our-mayors ➡️ Aurélie Rodzynek (Program Coordinator at the Columbia Water Center): https://www.linkedin.com/in/aurelie-rodzynek/ & a short "BlueField on Tap" segment with Reese Tisdale (President & CEO of BlueField) More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/
In January 2023, MembrIon raised a $12.5M Series B. Roughly two years later, they're on the verge of raising their Series C, but in between, it's been a bumpy road! From zooming in on their target market to turning their business model around through signing their first commercial deals and re-modeling key positions in the team, there's A TON to learn from the MembrIon crew. They've opened me the door of their offices, factory (and investor), and openly shared everything that matters, so the best I could do was to articulate their story best!How does a Series B transform a growth stage water tech? How does a water tech company align for growth? What sacrifices do you need to make to succeed in water technology adoption? How does a Series B company grow towards its Series C? How does a VC Investor interact with its water tech portfolio? This - and much more - is in this week's story: MembrIon's Growth Story(As always, if this is of value to you, make sure to subscribe.) More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/ #️⃣ All the Links Mentioned in this Video #️⃣ MembrIon's Website: https://membrion.com/ PureTerra Ventures' Website: https://pureterra.com/ My first interview with Greg Newbloom: https://dww.show/membrion-ceo-that-raised-22m-reveals-his-one-trick-you-must-copy-today/ Value Driven / Crisis Driven: https://dww.show/how-long-will-it-take-to-grow-the-4-stages-of-water-innovation/
How did Veolia overcome the Leader's Curse to supercharge its internal and external tools with AI and LLMs when so many sat on the edge? Let's find out!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/ #️⃣ All the Links Mentioned in this Video #️⃣
Ever wondered how to FINALLY use AI right in water tech? Let's find out with this Episode! More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/ #️⃣ All the Links Mentioned in this Video #️⃣
What does it take to Create a 500 Million dollar bio-based market? And how can you replicate these strategies for your own growth-stage endeavors? Let's find out with this Episode! More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/ #️⃣ All the Links Mentioned in this Video #️⃣
Ever wondered how the largest Pump Company in the World turned into a Water Tech player that will enable 300 Million People to get access to Water? Listen to this Episode! More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/ #️⃣ All the Links Mentioned in this Video #️⃣ Say hi to Laura on LinkedIn: https://www.linkedin.com/in/laura-gallindo/ Connect with Phil: https://www.linkedin.com/in/philtomlinson/ Check Grundfos' website: https://www.grundfos.com/ Grundfos acquires Metasphere: https://www.grundfos.com/media/latest-news/grundfos-acquires-metasphere-to-pioneer-solutions-to-the-world-s My conversation with Patrick Decker (another pump company turned water tech mogul): https://smartlink.ausha.co/dont-waste-water/s7e14-what-s-patrick-decker-s-call-to-action-let-us-solve-water
How do you go in just a decade from an MIT lab to a billion-dollar valuation in Water Tech? Everybody thought it was impossible until... Gradiant did it! Wanna find out how and what's next? Listen to this episode! More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/ #️⃣ All the Links Mentioned in this Video #️⃣ Will Gradiant succeed with H+E where SUEZ, Stulz, and Rena failed? https://youtu.be/GMk99gRjRSc?si=zAWY2rfg3GXFSWt2E Gradiant's website: https://www.gradiant.com/ The Global Water Awards 2024: https://globalwaterawards.com/ Prakash Govindan's LinkedIn profile: https://www.linkedin.com/in/prakash-govindan-87168310/ The 3 VCs that made money in Water Tech (the greatest success being... Gradiant): https://www.youtube.com/watch?v=dqLn4j3w0P0 Full blog article: https://dww.show/how-gradiant-became-the-first-and-only-water-tech-unicorn/ Prakash Govindan on My Climate Journey: https://www.mcjcollective.com/my-climate-journey-podcast/gradiant
Hydraloop stole the show despite Samsung, Sony, or Mercedes aiming at big bangs. Yet, how easy is it to create a category in the #WaterSector? More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/#️⃣ All the Links Mentioned in this Video #️⃣
Gary White and his co-founder Matt Damon have enabled water access for over 66 million people! How? Let's find out.More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/ #️⃣ All the Links Mentioned in this Episode #️⃣
In a world where conformity often reigns, it's easy to get trapped in the cycle of mimicking others' successes rather than charting our unique course. In this episode, we explore the phenomenon of Liquid Death's innovative approach in disrupting the saturated bottled water market. Discover how Mike Cessario boldly went against the grain, refusing to conform to industry norms, and carved out their distinctive brand identity. Tune in as we dissect their strategy and glean valuable insights on forging your path to success amidst fierce competition. ⬇️ Click to view my available resources! https://andyisom.com/ Sellerboard: http://sellerboard.com/?p=01393 SmartScout: https://smartscout.com/?fpr=andy71 Some products and resources mentioned in this episode may no longer be offered. Please visit my website or DM me on social media for currently available downloads, resources, and coaching programs!