Episodes
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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/
π Supporters π
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
#οΈβ£ All the Links Mentioned in this Video #οΈβ£
Black Jaguar Foundation: https://blackjaguarfoundation.org/
Tree Love: https://treelove.org/
IMTA (Mexican Institute for Water Technology): https://www.gob.mx/imta
Teaser for β¨@scienswaterβ© 's 2025 conference: https://www.youtube.com/watch?v=rx4Dq7gMXSk
ποΈ Subscribe and Listen to the Don't Waste Water Podcast HERE ποΈ
Podcast Channel: @dwwpodcast
Main Channel: @AntoineWalterDWW
Smartlink: https://smartlink.ausha.co/dont-waste-water
Website: https://dww.show/podcast/
π QUESTION: What would you like me to cover next?
β° TIME CODES β°
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 β¬10 Trees
37:48 Take Home Message
π IN THIS WEEK'S EPISODE
π³ How planting indigenous Amazon trees creates water corridors and helps farmers comply with Brazil's 20% reforestation law while fighting invasive grass species
π§ 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
ποΈ How Mexico's sinking cathedral reveals groundwater overextraction challenges, while 70-80% of water goes to flood irrigation agriculture
π° 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
π 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 cycle
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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
π Supporters π
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
#οΈβ£ All the Links Mentioned in this Video #οΈβ£
My TED Talk: https://www.ted.com/talks/antoine_walter_what_s_the_value_of_your_poop
ποΈ Subscribe and Listen to the Don't Waste Water Podcast HERE ποΈ
Podcast Channel: @dwwpodcast
Main Channel: @AntoineWalterDWW
Smartlink: https://smartlink.ausha.co/dont-waste-water
Website: https://dww.show/podcast/
π QUESTION: What would you like me to cover next?
π IN THIS WEEK'S EPISODE
π° How the Permian Basin produces 3.5 million cubic meters of water daily but only reuses 25% - and why the math actually favors reuse at $8.22 vs $9.55 per barrel
ποΈ Why oil fields in America's driest regions dispose of enough water to fill 1,400 swimming pools daily instead of reusing it in desert conditions
βοΈ The complex economics behind water reuse decisions involving treatment costs, transport expenses, mineral recovery opportunities, and earthquake liability insurance
π¬ How produced water contains valuable minerals like lithium (30 ppm) and magnesium (1000 ppm) that could generate 40 cents per barrel in additional revenue
π Why data centers and industrial cooling operations in the Permian create new markets for treated produced water
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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Missing episodes?
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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/
π Supporters π
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
#οΈβ£ All the Links Mentioned in this Video #οΈβ£
Diamidex's crowdfunding campaign: https://www.invesdor.com/rounds/0cd04be7-da71-4b8f-be26-6a778d2648dd?utm_campaign=c.diamidex_nr1.ex&utm_source=website&utm_medium=referral#/
The 2022 Nobel Prize they leverage in their technology: https://www.nobelprize.org/uploads/2022/10/press-chemistryprize2022-2.pdf
Diamidex's website: https://diamidex.com/
Connect with Sam on LinkedIn: https://www.linkedin.com/in/sam-dukan/
ποΈ Subscribe and Listen to the Don't Waste Water Podcast HERE ποΈ
Podcast Channel: @dwwpodcast
Main Channel: @AntoineWalterDWW
Smartlink: https://smartlink.ausha.co/dont-waste-water
Website: https://dww.show/podcast/
π QUESTION: What would you like me to cover next?
β° TIME CODES β°
00:00 In this week's Episode
01:31 Should you invest in Diamidex?
03:34 Technological Breakthroughs in Microbial Detection
11:11 Development Journey and Challenges
20:21 Product Launch and Market Feedback
28:21 Future Prospects and Innovations
32:38 Addressing the Elephant in the Room: Regulation
35:57 Global Adoption and Market Strategies
47:24 Business Model and Revenue Streams
53:56 Future Vision and Growth Strategies
59:33 Rapid Fire Questions and Closing Remarks
π IN THIS WEEK'S EPISODE
π¬ How a 10-year journey from CNRS research director to water tech entrepreneur led to a breakthrough that counts microorganisms 4-7x faster than century-old Petri dish methods
π Why this technology delivers results in 6 hours for E. coli instead of 24 hours and 2 days for Legionella instead of 10 days, while maintaining exact regulatory compliance
π‘ The secret sauce combining optics, click chemistry (Nobel Prize 2022), and machine learning that makes invisible microbes visible and countable at the micro-colony stage
π How major pharmaceutical and beverage companies are knocking on Diamidex's door, with one global partnership launching end of 2024 and acquisition talks already underway
π° The razor-blade business model targeting 75-80% recurring revenue from consumables, with equipment potentially given free to high-volume customers, generating β¬500K annually
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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/
π Supporters π
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
#οΈβ£ All the Links Mentioned in this Video #οΈβ£
The Investor Database: https://investors.dww.show/
My exploration of (failing) Small Cap Water Stocks: https://www.youtube.com/watch?v=Flen_vwx0kQ
My conversations with Nicola Lei Ravello: https://smartlink.ausha.co/dont-waste-water/s2e13-can-we-turn-finance-astoundingly-into-the-water-sector-s-new-best-ally
https://smartlink.ausha.co/dont-waste-water/s5e18-how-to-admit-value-and-actually-overcome-the-economic-risk-of-waterποΈ Subscribe and Listen to the Don't Waste Water Podcast HERE ποΈ
Podcast Channel: @dwwpodcast
Main Channel: @AntoineWalterDWW
Smartlink: https://smartlink.ausha.co/dont-waste-water
Website: https://dww.show/podcast/
π QUESTION: What would you like me to cover next?
β° TIME CODES β°
00:00 Making Money from Water Stocks?
04:39 The Key Data 07:45 Sponsor: SimpleLab
08:28 Finding 1
10:36 Finding 2
12:02 Finding 3
13:30 Finding 4
15:13 Finding 5
17:02 Finding 6
18:50 Finding 7
19:57 Bonus Finding
22:11 Sponsor: Blue Foot Membranes
23:07 Strategy 1
24:59 Strategy 2
27:07 Strategy 3
29:14 Bonus Strategy
31:57 Conclusion
In this week's episode:
After analyzing 139 publicly traded water companies and uncovering systematic market mispricing, this water engineer reveals seven data-driven insights showing how water stocks trade at a 12% discount to the S&P 500 despite their defensive characteristics, with Asian companies undervalued by 50% and digital transformation creating 65% valuation premiums. The research exposes three investment strategies ranging from conservative "boring money" portfolios to aggressive geographic arbitrage plays that could potentially deliver 8-25% annual returns by exploiting Wall Street's lack of water industry expertise.Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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/
π Supporters π
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
#οΈβ£ All the Links Mentioned in this Video #οΈβ£
Mirka's email: [email protected]
AqueoUS Vets' website: https://aqueousvets.com/home
PFAS Sensing with FREDsense: https://smartlink.ausha.co/dont-waste-water/s12e18
Bain Capital acquires AqueoUS Vets: https://www.baincapital.com/news/water-treatment-innovator-aqueous-vets-secures-growth-investment-bain-capital-double-impact
My conversation with Transcend (ages ago! π ): https://smartlink.ausha.co/dont-waste-water/17-save-time-boost-value-and-wow-customers-in-a-snap-with-these-5-simple-ai-steps
AqueoUS Vets acquires Dixie Tanks: https://www.pehub.com/bain-capital-backed-aqueous-vets-buys-manufacturer-dixie-tank-company/
ποΈ Subscribe and Listen to the Don't Waste Water Podcast HERE ποΈ
Podcast Channel: @dwwpodcast
Main Channel: @AntoineWalterDWW
Smartlink: https://smartlink.ausha.co/dont-waste-water
Website: https://dww.show/podcast/
π QUESTION: What would you like me to cover next?
β° TIME CODES β°
00:00 Introduction
01:45 Private Equity and Water Investments
04:54 AqueoUS Vets: Vision and Strategy
06:08 Innovations in PFAS Removal
08:40 Concept to Commission Approach
11:22 Nationwide Expansion and Vertical Integration
15:04 Media Agnostic Solutions
21:18 Future Technologies and Market Trends
26:11 The Importance of Focus in Business Strategy
28:03 Competing with Industry Giants
31:19 Navigating US Tariffs and Local Manufacturing
33:29 The Future of PFAS Regulation and Market Growth
36:44 Bain's Role and Impact Investment
42:39 Scaling and Operational Efficiency
47:51 Rapid Fire Questions
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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Is this the end of Mineral Water? Or just the end of NestlΓ© Waters? Listen to this!
More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/
π Supporters π
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
#οΈβ£ All the Links Mentioned in this Video #οΈβ£
Lithiated Water - Health Hack or Snake Oil? https://www.youtube.com/watch?v=SNm9fDAAUzk
PFAS in your Tap Water? Don't Panic! https://www.youtube.com/watch?v=VPLgE2ZuSqk
ποΈ Subscribe and Listen to the Don't Waste Water Podcast HERE ποΈ
Podcast Channel: @dwwpodcast
Main Channel: @AntoineWalterDWW
Smartlink: https://smartlink.ausha.co/dont-waste-water
Website: https://dww.show/podcast/
π QUESTION: What would you like me to cover next?
β° TIME CODES β°
00:00 5 Million Perrier Bottles Destroyed
00:53 The End of Perrier?
09:28 Why Europeans Venerate Mineral Water
11:01 How Perrier Kickstarted a $300B Industry
12:53 The Ever Increasing Groundwater Contamination
17:14 Epilogue (will NestlΓ© Sell?)
About this Podcast:
Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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/
π Supporters π
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
#οΈβ£ All the Links Mentioned in this Video #οΈβ£
Pennybacker acquires Cambrian: https://www.youtube.com/watch?v=FTWw9A3S7hU
Sciens Water's Take at the US Water Crisis: https://www.youtube.com/playlist?list=PLrmORG1scuqIo9oW3O5rLcSe--SulfqHz
ποΈ Subscribe and Listen to the Don't Waste Water Podcast HERE ποΈ
Podcast Channel: @dwwpodcast
Main Channel: @AntoineWalterDWW
Smartlink: https://smartlink.ausha.co/dont-waste-water
Website: https://dww.show/podcast/
π QUESTION: What would you like me to cover next?
β° TIME CODES β°
00:00 LG Chem's Water Solutions Sales
00:28 The Story
05:55 The 3 Reasons to Sell
09:17 Private Equity's Appetite for Water
13:57 What Now?
15:49 My 4 Bolt-On Acquisitions Ideas
19:06 Why This Matters (a lot!)
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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/
π Supporters π
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
#οΈβ£ All the Links Mentioned in this Video #οΈβ£
GWI Waterdata: https://www.gwiwaterdata.com/
UltraFacility: https://www.ultrafacility.io/
ποΈ Subscribe and Listen to the Don't Waste Water Podcast HERE ποΈ
Podcast Channel: @dwwpodcast
Main Channel: @AntoineWalterDWW
Smartlink: https://smartlink.ausha.co/dont-waste-water
Website: https://dww.show/podcast/
π QUESTION: What would you like me to cover next?
β° TIME CODES β°
00:00 The Most Influential Water Conference
02:11 1 - Water Meets Money
27:51 2 - 5 Water Analyst Picks
38:29 3 - My Take-Home from GWS 25
46:17 4 - 7 Picks from Select Experts
53:04 What's next?
#WaterMeetsMoney #WaterTech
About this Podcast: Welcome to the (don't) Waste Water podcast! In each episode, Antoine Walter from DWW Media shares water, wastewater & water entrepreneurship stories. This show will teach you the water industry like you've never seen it. If you're asking how the water sector will overcome the water crises ahead, this video is for you.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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/
π Supporters π
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
#οΈβ£ All the Links Mentioned in this Video #οΈβ£
FREDsense's website: https://fredsense.com/
Reach out to Emily on LinkedIn: https://www.linkedin.com/in/emilyhicks12/
Check out Julie Bliss Mullen's interview on the podcast: https://smartlink.ausha.co/dont-waste-water/s11e2-how-aclarity-bootstrapped-its-journey-from-b2c-to-pfas-destruction
Flashback to Meena Sankaran's appearance on the mic': https://smartlink.ausha.co/dont-waste-water/s3e7-is-software-to-measure-water-quality-actually-a-matter-of-hardware
ποΈ Subscribe and Listen to the Don't Waste Water Podcast HERE ποΈ
Podcast Channel: @dwwpodcast
Main Channel: @AntoineWalterDWW
Smartlink: https://smartlink.ausha.co/dont-waste-water
Website: https://dww.show/podcast/
π QUESTION: What would you like me to cover next?
β° TIME CODES β°
00:00 In this week's episode
01:27 The EPA vs AWWA PFAS lawsuit
04:20 The Economic Impact of PFAS Regulations
06:37 FREDsense and Emily Hicks' journey
10:51 Technical Insights
15:13 Real-World Applications and Case Studies
32:58 PFAS Market Demand and Education
36:51 Global Market Focus and Expansion
39:18 Hardware Development and Bootstrapping
45:48 Business Models and Revenue Streams
47:27 Future Vision and Technological Roadmap
54:51 Rapid Fire Questions
π IN THIS WEEK'S EPISODE
π How FREDsense delivers PFAS testing in 5 days vs. industry standard 5 weeks through biosensor technology
π° The bootstrapped journey from $25K water bottle crowdfunding campaign to pioneering field PFAS detection kits
π¬ Why the company pivoted from arsenic and COVID detection to focusing purely on PFAS chemistry and unmet market needs
π οΈ What makes on-site PFAS testing possible: polymer-based biosensors that bind and measure down to part-per-trillion levels
π€ Strategic partnerships with treatment leaders like Clarity, Axl, and Avivo for service lab rapid turnaround offerings
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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Just received a PFAS Notice at home? Don't panic - let's go through it together!
#οΈβ£ All the Links Mentioned in this Video #οΈβ£
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
ποΈ PODCAST ποΈ
Website: https://dww.show/podcast/
Smartlink: https://smartlink.ausha.co/dont-waste-water
π SOCIAL MEDIA π
LinkedIn: https://www.linkedin.com/in/antoinewalter1/
β° TIME CODES β°
00:00 The PFAS letter
01:23 Detecting PFAS
04:12 There's PFAS. Then what?
06:01 PFAS contamination odds
07:30 PFAS Health Impacts
08:47 3 Wrong Reactions
09:25 PFAS in Bottled Water
13:54 PFAS in Beer
14:42 Solution 1
17:57 Solution 2
19:31 The BEST Solution
22:10 Next Steps
π IN THIS VIDEO
π Why you're receiving PFAS notification letters and what they actually mean for your health and water quality
π§ͺ The surprising truth about PFAS in bottled water and beer, with eye-opening research revealing widespread contamination
π° Why individual filtration costs 200 times more than community solutions, with a detailed cost breakdown of all your options
πΏ Three practical solutions to protect your family from PFAS, with one clear winner that most people overlook
π¬ How water analytics has evolved from detecting "poo in your drinking water" to measuring trace contaminants at parts per trillion
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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/
π Supporters π
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
#οΈβ£ All the Links Mentioned in this Episode #οΈβ£
Connect with Peter on LinkedIn: https://www.linkedin.com/in/peter-christou-4b758043/Swirltex' website: https://swirltex.com/
Peter's first appearance on the podcast: https://smartlink.ausha.co/dont-waste-water/s11e5-how-swirltex-nearly-crushed-its-founder-before-taking-off
ποΈ Subscribe and Listen to the Don't Waste Water Podcast HERE ποΈ
Podcast Channel: @dwwpodcast
Main Channel: @AntoineWalterDWW
Smartlink: https://smartlink.ausha.co/dont-waste-water
Website: https://dww.show/podcast/
π QUESTION: What would you like me to cover next?
β° TIME CODES β°
00:00 In this Week's Episode
01:49 Innovation in Membrane Technology
04:32 Strategic Pivot and Market Focus
08:39 Sales and Testing Process
16:31 Client Relationships and Support
21:31 Market Expansion and Partnerships
25:45 Scaling and Growth Strategy
30:49 Future Plans and Market Expansion
40:15 Execution and Infrastructure
48:18 2030 Vision
π IN THIS WEEK'S EPISODE
π How Swirltex's revolutionary membrane technology creates a 50/50 air-water mixture under pressure, achieving unprecedented filtration performance without traditional pre-treatment
π° Why the company's strategic pivot to standardized membrane skids builds 24% recurring revenue while targeting Food & Beverage as their primary vertical (90% of sales)
π How their unique testing process allows clients to see exact removal rates before proposals, solving consistency problems that plague traditional filtration technologies like DAF
π Inside the company's growth strategy, balancing $5M in confirmed projects while raising capital to scale from direct sales to channel partners and OEM relationships
π¬ The technological breakthrough that makes their membranes excel at handling oil, grease, and colloidal materials that would quickly foul conventional membrane systems
About this Podcast:
Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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/
π Supporters π
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
#οΈβ£ All the Links Mentioned in this Episode #οΈβ£
The Dynamics of Water Innovation Book: https://www.bluetechresearch.com/the-dynamics-of-water-innovation/Global Water Intelligence's WaterData: https://www.gwiwaterdata.com/
My Review of Paul O'Callaghan's book: https://www.youtube.com/watch?v=A36PsBc1cnc
My deep dive in Water Tech's growth stage investment scene: https://www.youtube.com/watch?v=EqQwOC-ys4c
ποΈ Subscribe and Listen to the Don't Waste Water Podcast HERE ποΈ
Podcast Channel: @dwwpodcast
Main Channel: @AntoineWalterDWW
Smartlink: https://smartlink.ausha.co/dont-waste-water
Website: https://dww.show/podcast/
π QUESTION: What would you like me to cover next?
β° TIME CODES β°
00:00 Why start-up founders matter to investors
01:02 The Universal Sequence
02:33 3 Red Flags that Predict Failure
03:45 Methodology
05:40 Sponsor
06:26 1. Founders' Profile08:23 2. Fundraising Events
10:06 3. Market Events12:13 4. Team Development
15:02 5. Board Structure
16:47 6. Future Evolution
18:24 Sponsor
π IN THIS WEEK'S EPISODE
π The critical 5-step sequence that predicts 83% of founder departures (and how board appointments trigger the countdown)
πΌ Why hiring velocity is the second strongest predictor of founder exits, and what happens when a company reaches 80 employees
π© The three red flags that doom startups after founder departures, including why losing two founders in 24 months leads to 72% failure rate
π° How fundraising impacts founder tenure and why hardware companies see 8% higher founder turnover than software startups
π The surprising geographical differences in founder longevity across regions and what market milestones actually keep founders engaged
About this Podcast:
Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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Ever wondered if unbreakable membranes really existed? Listen to this!
More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/
π Supporters π
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
#οΈβ£ All the Links Mentioned in this Episode #οΈβ£
Connect with Stephan on LinkedIn: https://www.linkedin.com/in/stephan-van-hoof-bb77316/BlueFoot Membranes was spun out from VITO: https://vito.be/en
ποΈ Subscribe and Listen to the Don't Waste Water Podcast HERE ποΈ
Podcast Channel: @dwwpodcast
Main Channel: @AntoineWalterDWW
Smartlink: https://smartlink.ausha.co/dont-waste-water
Website: https://dww.show/podcast/
π QUESTION: What would you like me to cover next?
β° TIME CODES β°
00:00 In this Week's Episode
01:38 The Membrane Market
04:38 Unique Features and Benefits
11:03 Stephan's Journey and Blue Foot's Growth
16:01 Commercial Strategy and Partnerships
22:44 Global Expansion Strategies
27:39 OEM Strategy and Customer Relations
32:46 Future Growth and Funding Plans
37:27 Rapid Fire Questions
π IN THIS WEEK'S EPISODE
π§ How Blue Foot combines the best features of flat sheet, tubular, and ceramic membranes into one unbreakable solution
π§ The journey from VITO spin-off to scaling a disruptive membrane technology with OEM partnerships across Europe, Southeast Asia, and Australia
β‘ The real-world benefits of 50% lower energy consumption and compact footprint that's changing how industries approach water reuse
πΌ Why Blue Foot's strategic fundraising of β¬15 million supports their ambitious 2028 target of β¬40 million revenue with 100% annual growth
π How breakthrough membrane technology is enabling water reuse in challenging industrial applications like breweries and slaughterhouses
About this Podcast:
Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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/
π Supporters π
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
#οΈβ£ All the Links Mentioned in this Video #οΈβ£
Echo River Capital: https://www.echorivercap.com/
Reach out to Peter on LinkedIn: https://www.linkedin.com/in/yolles/
Epic Cleantec on the mic': https://link.dww.show/epic
Aclarity on the mic': https://link.dww.show/pfas-aclarity
ποΈ Subscribe and Listen to the Don't Waste Water Podcast HERE ποΈ
Podcast Channel: @dwwpodcast
Main Channel: @AntoineWalterDWW
Smartlink: https://smartlink.ausha.co/dont-waste-water
Website: https://dww.show/podcast/
π QUESTION: What would you like me to cover next?
π IN THIS WEEK'S EPISODE
πΈ How Echo River Capital aims for 100X returns in water tech and why Peter believes it's possible within a 10-year investment window
π¬ The "Three Ds" investment thesis - digitize, decarbonize, and decentralize - that guides Peter's strategy in the water technology sector
π’ Why the 20th century centralized water systems are collapsing and how new decentralized solutions represent billion-dollar opportunities
π How water tech companies can monetize carbon reductions through voluntary carbon markets, opening new revenue streams beyond traditional water utility customers
π Why Peter focuses on university spin-outs with validated technology but pre-commercial status, and how this approach shortens the path to successful exits
β° TIME CODES β°
02:23 The Quest for 100x Returns in Water Tech
07:17 Peter's Journey from Entrepreneur to Investor
09:13 Echo River's Unique Approach to Early-Stage Investments
21:32 The Three Ds of Water Tech
26:48 Decarbonization and Its Business Potential
30:48 The Future of Water Tech Investments
35:17 Is 100x Achievable?
40:18 Investor Literacy in Water
47:47 Future of Water Investments
01:02:18 Rapid Fire Questions
About this Podcast:
Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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/
π Supporters π
A big thank you to my partner SimpleLab: https://gosimplelab.com/
And a great shout-out to Blue Foot Membranes: https://bluefootmembranes.com/
#οΈβ£ All the Links Mentioned in this Video #οΈβ£
1001 Fontaines' website: https://www.1001fontaines.com/
Amandine's Linkedin: https://www.linkedin.com/in/amandine-muret-1a14b369/
Send Amandine a mail: [email protected]
My conversation with Gary White: https://smartlink.ausha.co/dont-waste-water/s11e13-the-world-s-best-water-entrepreneur-actually-runs-a-charity
ποΈ Subscribe and Listen to the Don't Waste Water Podcast HERE ποΈ
Podcast Channel: @dwwpodcast
Main Channel: @AntoineWalterDWW
Smartlink: https://smartlink.ausha.co/dont-waste-water
Website: https://dww.show/podcast/
π QUESTION: What would you like me to cover next?
π IN THIS WEEK'S EPISODE
π§ͺ How 1001 Fontaines pioneered a business-minded approach to water access 20 years ago when most NGOs strongly opposed the idea of selling water to vulnerable populations
ποΈ The innovative decentralized water kiosk model that empowers local entrepreneurs while ensuring water quality, service continuity, and affordability
π° Why focusing on drinking water quality (1.5L per person daily) rather than complete domestic water needs creates a more sustainable and effective solution in rural areas
π How the organization has evolved from Cambodia to Madagascar and Bangladesh, adapting its model from rural kiosks to urban hub-and-spoke systems while maintaining its core mission
π The challenges of working in regulatory "gray areas" and why bottled water as a utility deserves recognition in global water access frameworks
β° TIME CODES β°
00:00 Introduction
02:03 Changing Our Approach of Water Development
03:57 The Role of Bottled Water in Rural Areas
04:58 World Water Day Reflections
06:17 The Complexity of Safe Water Access
08:54 1001 Fountains' Unique Model
11:21 Entrepreneurial Approach to Water Development
25:36 Sustainability and Long-Term Impact
39:13 Navigating Legal and Policy Challenges
44:45 Marketing Strategies and Entrepreneur Support
55:28 Funding and Financial Strategies
59:50 Future Directions
01:09:29 Rapid Fire Questions
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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/
π Supporters πA big thank you to my partner SimpleLab: https://gosimplelab.com/
And a great shout-out to Blue Foot Membranes: https://bluefootmembranes.com/
#οΈβ£ All the Links Mentioned in this Video #οΈβ£
Connect with Will Hewes on LinkedIn: https://www.linkedin.com/in/will-hewes-61947232/
Check out Amazon's take to Water Stewardship: https://sustainability.aboutamazon.com/natural-resources/water
My conversation with Botanical Water: https://smartlink.ausha.co/dont-waste-water/how-tomatoes-become-drinking-water-and-microsoft-wants-in
My conversation with FIDO Tech: https://smartlink.ausha.co/dont-waste-water/s5e4-how-to-save-time-money-and-water-thanks-to-92-accurate-leak-detection
My discussion with Lauren Kenyon Enright on measuring Water Stewardship: https://smartlink.ausha.co/dont-waste-water/s11e9-how-to-end-bullshit-and-measure-your-water-stewardship-commitments-right
ποΈ Subscribe and Listen to the Don't Waste Water Podcast HERE ποΈ
Podcast Channel: @dwwpodcast
Main Channel: @AntoineWalterDWW
Smartlink: https://smartlink.ausha.co/dont-waste-water
Website: https://dww.show/podcast/
π IN THIS WEEK'S EPISODE
π§ How AWS manages water in data centers while pursuing ambitious water-positive goals by 2030
π The tech and strategies making AWS 10x more water-efficient than industry average with just 0.18L per kilowatt-hour
β»οΈ Why recycled wastewater and smart replenishment projects are the foundation of AWS's sustainability approach
π The metrics and methodology behind AWS's water-positive pledge and how they've already reached 41% of their target
π± Real-world examples of innovative water projects in Chile, Brazil, and Ohio that are transforming local watersheds and agriculture
π QUESTION: What would you like me to cover next?
β° TIME CODES β°
00:00 Introduction
02:27 Editorial
05:19 Water Efficiency in Data Centers
13:56 Replenishment Goals and Strategies
22:07 Community-Driven Water Replenishment Projects
25:14 Balancing Innovation and Risk
30:39 Scaling Agricultural Water Efficiency
35:36 Future of Water Replenishment and Sustainability
39:29 Rapid Fire Questions
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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/
#οΈβ£ All the Links Mentioned in this Video #οΈβ£
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/
ποΈ Subscribe and Listen to the Don't Waste Water Podcast HERE ποΈ
Podcast Channel: @dwwpodcast
Main Channel: @AntoineWalterDWW
Smartlink: https://smartlink.ausha.co/dont-waste-water
Website: https://dww.show/podcast/
π QUESTION: What would you like me to cover next?
β° TIME CODES β°
00:00 Key Facts about Aquatech 2025
00:51 Pick 5: Hope Hydration
15:31 Pick 4: QUA
24:07 Pick 3: Holland Sensor
33:12 Pick 2: SUIKI (by TDK)
44:49 Pick 1: REDstack
1:04:15 Aquatech's Digital Derby
1:07:11 Contestant 1: Oxyle
1:11:32 Contestant 2: Aquagga
1:16:50 Contestant 3: Puraffinity
1:21:27 Audience Questions
1:24:55 And the winner is...
1:25:39 Closing Thoughts
About this Podcast:
Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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!
Check out SimpleLab: https://gosimplelab.com/
Check out Blue Foot Membranes: https://bluefootmembranes.com/
#οΈβ£ All the Links Mentioned in this Video #οΈβ£
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
ποΈ PODCAST ποΈ
Website: https://dww.show/podcast/
Smartlink: https://smartlink.ausha.co/dont-waste-water
π SOCIAL MEDIA π
LinkedIn: https://www.linkedin.com/in/antoinewalter1/
β° TIME CODES β°
00:00 The Chinese ban on DLE Technology Export
01:10 What is China "Retiring"?
06:35 Which Lithium Projects are Impacted?
17:22 Who are the Winners?
24:02 Why did China ban the export of DLE Tech?
#DLE #Lithium #DirectLithiumExtraction
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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/
#οΈβ£ All the Links Mentioned in this Video #οΈβ£
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
ποΈ Subscribe and Listen to the Don't Waste Water Podcast HERE ποΈ
Podcast Channel: @dwwpodcast
Main Channel: @AntoineWalterDWW
Smartlink: https://smartlink.ausha.co/dont-waste-water
Website: https://dww.show/podcast/
π QUESTION: What would you like me to cover next?
β° TIME CODES β°
00:00 In this weel's Episode
02:57 Turing's Journey
05:18 Understanding Real-Time Operational Excellence
07:22 The Story Behind Turing's Formation
12:36 Turing's $14 Million Series A Round
19:24 Turing's Diverse Clientele and Solutions
21:47 Innovations in Singapore's Water Management
24:24 Ideal Customer Profiles & Business Model
29:06 Geographical Expansion
31:20 Adoption Hurdles and Customer Retention
33:49 Revenue, Profitability, and Future Goals
37:51 Rapid Fire Questions
About this Podcast:
Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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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.
#οΈβ£ All the Links Mentioned in this Episode #οΈβ£
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-crisis
The EAWAG's website: https://www.eawag.ch/en/
ποΈ Subscribe and Listen to the Don't Waste Water Podcast HERE ποΈ
Podcast Channel: @dwwpodcast
Main Channel: @AntoineWalterDWW
Smartlink: https://smartlink.ausha.co/dont-waste-water
Website: https://dww.show/podcast/
π QUESTION: What would you like me to cover next?
About this Podcast:
Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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