Episodes
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:...
Published 11/13/24
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,...
Published 11/11/24
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...
Published 11/08/24
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...
Published 11/06/24
📚 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...
Published 10/30/24
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...
Published 10/23/24
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:...
Published 10/19/24
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...
Published 10/16/24
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):...
Published 10/09/24
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...
Published 10/02/24
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...
Published 09/25/24
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:...
Published 09/18/24
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:...
Published 09/11/24
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:...
Published 08/27/24
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:...
Published 08/14/24
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:...
Published 08/07/24
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...
Published 07/31/24
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:...
Published 07/24/24
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...
Published 07/17/24
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...
Published 07/17/24
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...
Published 07/10/24
Adionics, a French company specializing in advanced ionic solutions, has developed a breakthrough technology for lithium extraction known as Flionex. This solvent extraction process is distinguished by its high selectivity, extracting lithium without removing other elements such as boron, potassium, or magnesium. This results in extremely pure lithium chloride, making the process both efficient and environmentally friendly due to its low water consumption. Adionics has demonstrated the...
Published 07/10/24
What's Aquaporin's Path to Profitability? Let's explore the Nobel-Prize-Rooted water tech company's path with CEO Matt Boczkowski! More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/ #️⃣ All the Links Mentioned in this Video #️⃣ Aquaporin's website: https://aquaporin.com/ Philips Water Solutions: https://www.philips.co.uk/c-e/ho/watercare.html Gallo: https://www.gallo.com/ Singapore's PUB: https://www.pub.gov.sg/ Aquaporin's Annual Report...
Published 07/03/24
Aquaporin, led by CEO Matt Boczkowski, is at the forefront of integrating biotechnology with water treatment. The company's journey began with the Nobel Prize-winning research of Peter Agre on aquaporins, which inspired Aquaporin to develop membranes that mimic these natural water channels. Initially focusing on forward osmosis due to its natural alignment with aquaporin proteins, the company has since expanded into reverse osmosis to tap into established markets and ensure revenue...
Published 07/03/24