Folgen
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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 Ideas
Strategic 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 🙂
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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
📚 Download the supporting research (free): https://edepot.wur.nl/536755
📣 MENTIONED IN THE EPISODE 📣
My interview with Andrew Benedek (Zenon): https://smartlink.ausha.co/dont-waste-water/s5e12-how-to-be-alone-early-crazy-but-actually-right-the-history-of-zenon
My conversation with Graeme Pearce (Membranes): https://smartlink.ausha.co/dont-waste-water/s2e9-everything-you-always-wanted-to-know-about-mbrs-without-daring-to-ask
Fluence's take at MABRs: https://smartlink.ausha.co/dont-waste-water/s2e7-this-astonishing-technology-will-turn-the-wastewater-sector-on-its-head-here-s-why
My conversation with Reinhard Hübner (SKion): https://smartlink.ausha.co/dont-waste-water/s5e1-the-7-secrets-of-the-water-company-of-the-year-you-shall-absolutely-steal
My interview with Tom Ferguson (Burnt Island Ventures): https://smartlink.ausha.co/dont-waste-water/s10e16-the-secret-formula-for-profit-in-water-tech-ventures-tom-ferguson-s-unfair-advantage
🎙️ 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 Technology Adoption in various sectors
02:14 Anatomy of a Winner
05:08 The WaTA Model
08:30 3 Levers to Market Faster
14:23 Why bother?
15:55 Conclusion
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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Fehlende Folgen?
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📚 On the bookshelf: Liquid Asset by Barton Thompson
📘 Subtitle: How Business and Government Can Partner to Solve the Freshwater Crisis
What's the thesis of the book?
What are some key learnings you'll get from it?
What are my own thoughts and criticisms about that book?
And ultimately, should you read it?
➡️ Let's review!
Included: My exclusive interview with the author at this year's Rethinking Water Conference in New York, hosted by Sciens Water
By the way, a big thanks to Sciens for inviting me over! Go check them out: https://scienswater.com/
Get the Book: https://www.sup.org/books/politics/liquid-asset
The two conversations I mentioned in the episode:
Water Trading in Australia with Scott Hamilton - https://smartlink.ausha.co/dont-waste-water/s4e6-how-water-trading-unbelievably-killed-one-million-fishes-and-a-river
Groundwater Trading in California with Ellen Bruno - https://smartlink.ausha.co/dont-waste-water/s4e13-could-we-please-stop-burning-industrial-wastewater-this-is-much-better
⏰ TIME CODES ⏰
00:00 Introducing: Liquid Asset by Barton Thompson
01:10 The Book's Thesis
12:43 Review & Critique
15:16 Interview with Barton Thompson
25:40 Conclusion
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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-instead
My Coverage of WEFTEC: https://youtu.be/UnvaN9ZDjPs
🎙️ PODCAST 🎙️
Website: https://dww.show/podcast/
Smartlink: https://smartlink.ausha.co/dont-waste-water
🙋 QUESTION: What would you like me to cover next?
#WaterTech #GrowthStage #GreenAlgae
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 episode is for you.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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!
🎙️ PODCAST 🎙️
Website: https://dww.show/podcast/
Smartlink: https://smartlink.ausha.co/dont-waste-water
👋 SOCIAL MEDIA 👋
More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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Here are my curated picks from WEFTEC 2024:
💰 Aqua Membranes' Series B (led by Burnt Island Ventures) - with CEO Craig Beckman and Partner Steve Kloos
3️⃣ 3 intriguing Water Techs, finally explained - VorTech (with Sean Mulligan & John McConomy), VVater (with Michael Watt), BioLargo (with Alex Evans)
🤖 ML applied to Water Asset Management (with Jennifer Zach)
🦾 My meeting with Kando's STREAMi (with Ori Reshef)
🧪 PFAS Destruction with Axine Water Technologies (with Mark Ralph) Support my one-man band: leave a Like and share your thoughts in the comments!
More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/
🎙️ PODCAST 🎙️
Website: https://dww.show/podcast/
Smartlink: https://smartlink.ausha.co/dont-waste-water
⏰ TIME CODES ⏰
00:00 Welcome to WEFTEC 2024
01:55 Aqua Membranes' Series B
11:31 Tech1 - VorTech
19:42 Tech2 - VVater
28:30 Tech3 - BioLargo
38:51 Thank You!
40:37 MentorAPM's Applied ML
46:57 Imagine H2O's Croc Tank
47:32 Meeting Kando's STREAMi
53:46 Axine's First PFAS Destruction Reference
01:01:07 See You Soon!
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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/
🎙️ 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 The $2 Trillion Water Infrastructure Challenge
06:08 The Water Lobbyist (who wrote the Flint Bill)
16:32 The Water Silver Wave
23:50 BlueField on Tap (Sorry Dave!)
25:32 The Mayor with a Dry River
35:02 How to get Woman in Water?
37:07 The Academic (who worked with the UN)
44:16 My Last Take on the UN Water Conference
49:13 See you in New Orleans!
#WaterPolicy #DeepBrief
Hey, I'm introducing this "Deep Brief" segment, and I'd crave your feedback! What do you think of it? What shall I do better? Let me know in the comments! (or send me a DM on LinkedIn or a mail: [email protected])
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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/
🎙️ PODCAST 🎙️
Website: https://dww.show/podcast/
Smartlink: https://smartlink.ausha.co/dont-waste-water
🙋 QUESTION: What would you like me to cover next?
⏰ TIME CODES ⏰
00:00 MembrIon's Growth Story
03:42 Embracing the Journey 1
0:49 Gathering a Crew
17:10 Product Market Fit
21:34 Market Adoption
27:24 Business Model Pivot
34:13 The First Order
40:04 Ramping Up
48:42 Series C
51:01 2030
54:40 Epilogue
#WaterTech #GrowthStage #GrowthStory
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 episode is for you.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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 #️⃣
🔗 Come say hi to Andrew on LinkedIn: https://www.linkedin.com/in/andrewlcollier/
🔗 Veolia's water tech zone website: https://www.veoliawatertechnologies.com/en
🔗 Introducing Hubgrade on this microphone... 4 years ago! https://dww.show/how-to-almost-double-treatment-capacity-in-about-no-time/
🔗 Already praising Veolia's agility (with Glenn Vicevic) last year: https://dww.show/how-to-foster-innovation-and-agility-when-youre-the-worlds-largest-water-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-water
Website: https://dww.show/podcast/
👋 SOCIAL MEDIA 👋
Instagram: https://www.instagram.com/dwwpodcast/
Twitter: https://twitter.com/AntoineWalter7
🙋 QUESTION: What would you like me to cover next?
⏰ TIME CODES ⏰
00:00 Introduction
02:26 Entropy Theory applied to Veolia
05:31 Introducing Andrew Collier
06:15 Applying LLMs to IoT Data
09:05 Veolia's Water Tech Zone and Digital Team
11:12 Hubgrade Water Footprint and Sustainability
23:21 User-Centric Software Development at Veolia
26:33 Driving User Adoption and Measuring Impact
30:48 Leveraging AI for Operational Efficiency
32:17 Fine-Tuning AI Models
34:36 The Future of Automated Plants
37:05 Training the Next Generation with AI
42:28 Generative AI and Design Optimization
46:06 Personal Reflections and Future Outlook
48:02 Rapid Fire Questions
#WaterTech #BlueTech
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 episode is for you.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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 #️⃣
🔗 KANDO's website: https://www.kando.eco/
🔗 Ori Reshef's Linkedin: https://www.linkedin.com/in/ori-reshef-84440a6/
🔗 WEFtec: https://www.weftec.org/
🔗 KANDO's first appearance on the podcast: https://dww.show/how-to-fight-a-pandemic-with-the-help-of-your-feces/
🎙️ 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/
👋 SOCIAL MEDIA 👋
Instagram: https://www.instagram.com/dwwpodcast/
Twitter: https://twitter.com/AntoineWalter7
🙋 QUESTION: What would you like me to cover next?
⏰ TIME CODES ⏰
00:00 Introduction
01:33 The Future of AI in Water Tech
05:43 KANDO's Mission and Evolution
09:56 Ori Reshev's Journey to KANDO
12:11 Introducing STREAMi
13:40 STREAMi's Capabilities and AI Integration
21:30 Water Industry challenges that AI could solve
26:11 The Role of Human Intelligence in Automation
28:05 Adapting STREAMi for Different Customers
29:38 Data Security and Customer Reactions
32:22 STREAMi Lite and Marketing Strategies
39:35 Rolling out STREAMi as Kando's UI
45:15 Rapid Fire Questions
#WaterTech #AI
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 episode is for you.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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 #️⃣
🔗 Come say hi to Riikka on LinkedIn: https://www.linkedin.com/in/riikka-timonen-6ba9533/
🔗 Kemira's website: https://www.kemira.com/
🔗 The IFF's website: https://www.iff.com/
🔗 Crustatec's take at bio-based chitosan: http://crustatec.com/
🔗 The World's Bank Water Acceleration Program: https://connect.newibnet.org/youthinnovationchallenge
🎙️ 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/
👋 SOCIAL MEDIA 👋
Instagram: https://www.instagram.com/dwwpodcast/
Twitter: https://twitter.com/AntoineWalter7
🙋 QUESTION: What would you like me to cover next?
⏰ TIME CODES ⏰
00:00 Introduction
02:34 Understanding the HOT Acronym
04:17 Creating a Market for Biopolymers
06:22 Kemira's Biopolymer Goals
09:04 Economic and Performance Challenges
12:19 Exploring New Business Directions
20:38 Addressing Greenwashing Claims
22:15 Exploring New Markets and Innovations
24:24 Challenges and Strategies in Renewable Water Treatment
25:37 Purpose-Driven Decisions and Company Culture
27:41 Future Goals and Personal Impact
31:41 Rapid Fire Questions
#WaterTech #BlueTech
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 episode is for you.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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
🎙️ 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/
👋 SOCIAL MEDIA 👋
Instagram: https://www.instagram.com/dwwpodcast/
Twitter: https://twitter.com/AntoineWalter7
🙋 QUESTION: What would you like me to cover next?
⏰ TIME CODES ⏰
00:00 Grundfos' Ambitious Goals for 2030
02:26 Grundfos' Transformation Journey
04:19 Grundfos' Strategic Focus and Vertical Markets
08:19 Metasphere Acquisition and Integration
14:27 Challenges in Wastewater Management
17:41 Innovative Solutions for Sewer Overflows
29:33 Building Hope: Grundfos' Vision for the Future
29:46 Key Objectives and Strategies for Water Utilities
30:24 Sustainable Aquifer Management and Innovation
31:13 Energy Transition and Decarbonization Goals
32:07 Grundfos' Commitment to Scope 1, 2, and 3 Reductions
33:17 Digital Solutions and Natural Capital
37:13 Sewer Security and Utility Partnerships
43:12 Rapid Fire Questions
#WaterTech #BlueTech
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 episode is for you.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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When traditional chemistry or oxidation processes fall short, SUDOC gives them a hand by putting their efficiency on steroids. Better: it applies the Cuckoo Tactic and may well outgrow its host process, something you may want to emulate! Wanna learn how? 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 #️⃣
SUDOC's website: https://www.sudoc.com/
Momentum Capital's website: https://www.momentum-capital.com/
PureTerra Ventures' website: https://pureterra.com/
Christopher Gasson's appearance on the podcast: https://dww.show/these-2-global-water-business-blocks-will-help-to-mitigate-the-3rd-one/
🎙️ 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/
👋 SOCIAL MEDIA 👋
Instagram: https://www.instagram.com/dwwpodcast/
Twitter: https://twitter.com/AntoineWalter7
Facebook: https://www.facebook.com/DontWasteWat...
🙋 QUESTION: What would you like me to cover next?
⏰ TIME CODES ⏰
00:00 Introduction
01:28 The Chemical Challenge: Endocrine Disruptors
03:33 Sudoc's Innovative Catalysts
04:34 Investment and Market Strategy
07:49 Sudoc's Dual Business Model
13:06 The Science Behind New TAML Catalysts
19:24 Commercial Applications and Market Adoption
25:46 Future Goals and Scaling Up
30:52 Industrial Wastewater Treatment Innovations
31:23 Addressing PFAS and Emerging Contaminants
33:38 The Broader Water Treatment Conversation
36:45 The NABC Methodology and Water Sector Challenges
38:02 Sudoc's Commercial Focus and Future Plans
39:47 The Impact of Chemicals on Human Health
44:43 Sudoc's Recent Fundraising Success
47:56 Production and Scaling Strategies
49:48 The Vision for Sudoc's Future
54:06 Personal Reflections and Company Mission
57:13 Rapid Fire Questions
#Catalyst #EndocrineDisruptors
About this Episode: 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 episode is for you.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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
🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️
Podcast Channel: https://www.youtube.com/@dwwpodcast
Main Channel: https://www.youtube.com/@AntoineWalterDWW
Smartlink: https://smartlink.ausha.co/dont-waste-water
Website: https://dww.show/podcast/
👋 SOCIAL MEDIA 👋
LinkedIn: https://www.linkedin.com/in/antoinewalter1/
Instagram: https://www.instagram.com/dwwpodcast/
Twitter: https://twitter.com/AntoineWalter7
🙋 QUESTION: What would you like me to cover next?
⏰ TIME CODES ⏰
00:00 In This Week's Episode
02:29 Will Gradiant be named Water Company of the Year?
04:20 Gradiant's "Special Sauce" by Prakash Govindan
05:46 How big is Gradiant today?
07:06 Where does Gradiant's journey start?
14:33 How did Gradiant strive where Incumbents gave up?
16:38 Why did Gradiant focus on the industrial market?
18:35 What is Turing, Gradiant's new AI spin out?
20:25 When did Gradiant start expanding its water tech portfolio?
23:02 How does Gradiant open a new region?
26:10 The secret to Gradiant's "Proprietary Deals"
30:50 How does Gradiant engineer its "unfair advantage"
31:23 Gradiant's unbelievable employee participation scheme
33:41 What's next after their record-breaking Series D?
36:53 Will Gradiant ever enter the municipal market?
38:04 Are Gradiant's founders ready to pass the baton?
39:53 Gradiant's new verticals: PFAS & DLE
42:20 Gradiant's two aces up their PFAS Removal sleeve
45:33 Gradiant's M&A tricks
48:18 Succeeding with H+E Mission Impossible?
50:07 Gradiant's plans for Europe
50:46 Gradiant's next M&A moves
51:50 What makes Gradiant the 2024 Water Company of the Year?
54:38 Rapid Fire Questions
57:53 7 Insights from the First Ever Water Tech Unicorn
#WaterTech #WaterUnicorn #WaterEntrepreneurship
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.
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Manual pipe inspections are labor-intensive and prone to human error, but VAPAR automates this process using AI, making it more efficient and cost-effective. By providing detailed and objective data on pipe conditions, VAPAR helps utilities manage and invest in their infrastructure proactively., Wanna learn more? Watch this video!
More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/
#️⃣ All the Links Mentioned in this Video #️⃣
VAPAR's website: https://www.vapar.co/
Peter Thiel's Zero to One: https://morfene.com/021.pdf
Everyone Hates Marketers on Jobs to be Done: https://podcast.everyonehatesmarketers.com/episodes/best-of-how-to-use-jobs-to-be-done-to-read-your-customers-minds/transcript
David Lloyd Owen's appearance: https://smartlink.ausha.co/dont-waste-water/s3e13-3-paths-to-reach-sdg-6-by-2050-all-our-hopes-are-on-3
🎙️ 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/
👋 SOCIAL MEDIA 👋
Instagram: https://www.instagram.com/dwwpodcast/
Twitter: https://twitter.com/AntoineWalter7
Facebook: https://www.facebook.com/DontWasteWat...
🙋 QUESTION: What would you like me to cover next?
⏰ TIME CODES ⏰
00:00 Introduction
03:01 AI in Sewer Inspection: Enhancing Human Decision-Making
03:23 Amanda and Michele's Journey to Founding VAPAR
06:01 Challenges and Benefits of AI in Sewer Management
11:57 Early Success and Customer Stories
25:39 Case Study: Northumbrian Water
29:14 Human Intervention in AI Processes
30:39 Cost and Complexity of Infrastructure Inspection
31:46 Global Water Funding and Investment Challenges
35:51 Decision Support and Business Model
41:54 Challenges and Strategies for Market Expansion
52:53 Rapid Fire Questions
#AI #WaterManagement
About this Episode: 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.
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In November 2023, Cambrian announced a $200 Million Growth Equity commitment from Pennybacker. That came along a bizarre move: Pennybacker was also acquiring Cambrian (for an undisclosed amount).
So, what's to think of this? What factors led to this unconventional move? Why would I feel there's a bittersweet taste to it? What does it actually mean for other water tech companies? Why is it great news for early-stage water investors? And... who's Cambrian, if you never heard of them?
Let's explore!
More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/
#️⃣ All the Links Mentioned in this Episode #️⃣
Cambrian's Website: https://www.cambrianinnovation.com/
Pennybacker Capital's Website: https://www.pennybackercap.com/
My interviews with Matthew Silver (be kind; it was a while ago, and my sound quality dramatically improved in between 😅)
Part 1: https://smartlink.ausha.co/dont-waste-water/s2e3-can-this-astonishing-aerospace-technology-improve-beer-s-taste
Part 2: https://smartlink.ausha.co/dont-waste-water/s2e5-how-to-get-water-as-a-service-below-utility-prices-with-zero-money-down
Recommended next video to watch: https://www.youtube.com/watch?v=Q4AmlA0DbKQ
🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️
Podcast Channel: @dwwpodcast
Main Channel: @AntoineWalter
DWW Website: https://dww.show/podcast/
🙋 QUESTION: What would you like me to cover next?
⏰ TIME CODES ⏰
00:00 Cambrian: from MIT and NASA to Impact
01:32 Cambrian: the New American Water?
06:50 What led to Cambrian's "bizarre" exit?
12:41 A Bittersweet deal?
13:31 Why is it GREAT news, still?
14:24 What does it mean for the future?
#WaterTech #WaterTechnology #WaterInvestment
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 episode is for you.
👋 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
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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 #️⃣
🔗 Hydraloop's website: https://www.hydraloop.com/
🔗 Netflix - Brave Blue World: https://www.netflix.com/title/81326710
🔗 Sydney Water: https://www.sydneywater.com.au/
🔗 Hydraloop's concept: https://www.youtube.com/watch?v=X37eivmtgV0
🔗 Become Hydraloop's next Growth Hacker: https://www.hydraloop.com/post/job-opening-growth-hacker-digital-marketeer
🔗 Connect with Sabine Stuiver on LinkedIn: https://www.linkedin.com/in/sabine-stuiver-10325319/
🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️
Podcast Channel: @dwwpodcast
Main Channel: @AntoineWalter
DWW Smartlink: https://smartlink.ausha.co/dont-waste-water
Website: https://dww.show/podcast/
👋 SOCIAL MEDIA 👋
Instagram: https://www.instagram.com/dwwpodcast/
Twitter: https://twitter.com/AntoineWalter7
🙋 QUESTION: What would you like me to cover next?
⏰ TIME CODES ⏰
00:00 Hydraloop's Rise to Fame at CES 2020
03:32 Challenges in Water Infrastructure
08:03 Introducing: Hydraloop
13:23 The Journey and Vision Behind Hydraloop
20:16 The Impact of Winning at CES 2020
32:17 Reflecting on Missed Opportunities
33:46 Building the Foundation for Growth
35:20 Scaling Up and Expanding
35:59 Strategic Partnerships and Market Penetration
37:29 Innovative Manufacturing Solutions
41:05 Marketing and Consumer Engagement
47:11 Global Market Strategy
49:13 Future Vision and Profitability
54:51 Rapid Fire Questions
#WaterRecycling #WaterScarcity
About this Episode:
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 podcast is for you.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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 #️⃣
🔗 Water.org's website
🔗 Water Equity's website
🔗 The World Bank's "Funding a Water Secure Future"
🔗 The UN SDG 6 Data Portal
🔗 The Do's and Don'ts of Rural Water Supply
🔗 Tom Ferguson's appearance on the podcast
🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️
Podcast Channel: @dwwpodcast
Main Channel: @AntoineWalter
DWW Smartlink: https://smartlink.ausha.co/dont-waste-water
Website: https://dww.show/podcast/
▶️ Key Ideas
WaterCredit’s Impact: WaterCredit has provided loans totaling $5.5 billion, impacting 66 million people, with a 98% repayment rate.
Philanthropy as a Catalyst: Traditional philanthropic approaches often involve one-time spending. In contrast, Water.org creates a sustainable cycle of investment and repayment.
Challenges in Water Access: Water.org’s dual approach—bottom-up financing for immediate needs and top-down investment for infrastructure—addresses these challenges comprehensively.
Importance of Women in Water Solutions: Empowering women with access to loans for water solutions has broader social benefits, including improved health, education, and economic opportunities.
Sustainability and Climate Resilience: Water.org emphasizes the need for climate-resilient infrastructure, ensuring that water solutions are sustainable in the face of environmental changes.
Global Collaboration: Water.org collaborates with a network of 140 financial institutions worldwide, facilitating access to water solutions tailored to local needs.
Role of Governments and Institutions: While private sector innovation drives much of Water.org’s work, governments and international institutions play a critical role in scaling these solutions.
Educating Stakeholders: Public perception and education are crucial. Water.org’s success stories and data-driven approach help change narratives around water access.
Future Goals: Water.org aims to reach 100 million people with an additional $1 billion in investment capital. Their long-term vision includes comprehensive water access solutions that integrate both individual and infrastructure needs.
👋 SOCIAL MEDIA 👋
Instagram: https://www.instagram.com/dwwpodcast/
Twitter: https://twitter.com/AntoineWalter7
🙋 QUESTION: What would you like me to cover next?
⏰ TIME CODES ⏰
00:00 Meeting Gary White: A Water Legend
01:27 The Impact of WaterCredit
02:57 Challenges and Innovations in Water Access
04:42 Gary White's Journey and Insights
07:10 Financial Strategies for Water Access
09:01 Scaling Water Solutions Globally
11:32 Creating Sustainable Water Infrastructure
15:32 Future Goals and Challenges
18:49 Innovative Financial Models for Water Projects
29:12 Accelerating Project Development with DFIs
30:17 Challenges and Innovations in Water Equity
30:38 Market Gaps and Unique Approaches
33:30 Investor Interest and Financial Returns
35:44 Public Perception and Education
38:23 Role of Governments and International Organizations
43:56 Future of Traditional Charity in Water Projects
48:27 Confidence in Solving the Water Crisis
50:48 Rapid Fire Questions
#WaterDevelopment #SDG6
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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Gary White, co-founder of Water.org, has been at the forefront of innovative solutions for water access. Alongside Matt Damon, White has provided water and sanitation to over 66 million people through the WaterCredit program. Unlike traditional charity models, WaterCredit offers loans to individuals for water and sanitation projects, which are repaid at a remarkable 98% rate. This approach not only empowers individuals but also creates a sustainable financial model by recycling philanthropic funds.
White highlights the significant role of women in this model, as 90% of the borrowers are women. These loans, averaging $377, enable access to essential water and sanitation services, improving health, education, and economic outcomes. The impact is profound: with every loan repaid, the funds can be reused to help more people, creating a multiplier effect.
One of the key challenges addressed by Water.org is the need for infrastructure in rural areas. While WaterCredit addresses immediate needs through microloans, Water Equity, another initiative by White, focuses on investing in water infrastructure projects. This dual approach ensures that both individual and community needs are met, providing a comprehensive solution to water access.
Water.org’s innovative financial models also emphasize climate resilience. Their projects incorporate environmental impact studies, ensuring that water solutions are sustainable and adaptable to climate change. This forward-thinking approach is crucial for long-term water security.
Collaboration is at the heart of Water.org’s strategy. With a network of 140 financial institutions worldwide, they tailor solutions to local needs, ensuring effectiveness and sustainability. This extensive partnership network is vital for scaling their impact and reaching more communities.
While private sector innovation drives much of Water.org’s success, White acknowledges the critical role of governments and international institutions. Collaborative efforts are necessary to bridge the financing gap and ensure universal access to safe water and sanitation. Institutions like the World Bank are increasingly recognizing the value of Water.org’s models and incorporating them into their platforms.
Public perception and education are also crucial. Changing narratives around water access from a charity issue to a viable market opportunity is essential for attracting investment and support. Water.org’s data-driven approach and success stories play a significant role in this.
Looking ahead, Water.org aims to reach 100 million people with an additional $1 billion in investment capital. Their vision includes integrating individual and infrastructure needs, ensuring comprehensive and sustainable water access solutions. By continuing to innovate and collaborate, Water.org is set to make significant strides toward global water security.
Full Episode: https://dww.show/how-adionics-took-a-bold-stand-in-the-competitive-dle-landscape/
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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Imagine transforming the way we extract one of the most critical elements for our green future—lithium. Adionics may be that game-changer in the Direct Lithium Extraction (DLE) market, with their solvent extraction process!
More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/
#️⃣ All the Links Mentioned in this Video #️⃣
🔗 Have a look at Adionics' website https://www.adionics.com/
🔗 Come say hi to Gabriel on LinkedIn https://www.linkedin.com/in/gabriel-toffani/
🔗 Check out my Lithium deep dive https://youtu.be/JeZJpBySIQo
🔗 Get a glimpse into the various DLE generations https://youtu.be/CxZk9MuWgkY
🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️
Podcast Channel: @dwwpodcast
Main Channel: @AntoineWalter
DWW Smartlink: https://smartlink.ausha.co/dont-waste-water
Website: https://dww.show/podcast/
👋 SOCIAL MEDIA 👋
Instagram: https://www.instagram.com/dwwpodcast/
Twitter: https://twitter.com/AntoineWalter7
🙋 QUESTION: What would you like me to cover next?
⏰ TIME CODES ⏰
00:00 Introduction
01:49 Gabriel's Journey from Suez to Adionics
03:23 The Promise of Adionics' Technology
09:12 Challenges and Opportunities in the Lithium Market
14:38 Adionics' Industrialization and Future Plans
22:53 Adionics' Global Reach and Partnerships
26:19 SQM's Investment and Future Plans
28:26 Expanding into Hard Rock and Battery Recycling
30:30 Geographical Focus and Market Strategy
32:46 Opening New Offices in South America
33:40 Impact of Lithium Price Fluctuations
35:37 Future of DLE Technologies
38:02 Personal Insights and Career Decisions
41:22 Rapid Fire Questions
#DirectLithiumExtraction #Lithium #DLE
About this Episode:
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 podcast is for you.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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