(don't) Waste Water! | Water Tech to Solve the World

Description

❓ Ever wondered how the #WaterIndustry was reacting to our World's Water Challenges? Water Scarcity? #SDG6? PFAS? Climate Change? Circular Economy? Digitization and Smart Water?

💪 Get the Water Market pulse for free. In one hour per week, while you do the dishes!

📈 We talk water investment, water tech, water entrepreneurship and water market with entrepreneurs, thought leaders, book authors, scientists, investment funds, VCs, and C-Level experts from water majors.

➡️ Leverage their insights, advice & experience and ensure to stay on top of best practices

🗓️ Tune in every Wednesday (don't miss out! 😅)

🌐 Find all the detailed episode notes, interviews, infographics, and more at http://dww.show

Currently in its 10th Season, the "(don't) Waste Water" podcast has already welcomed around 250 guests from Water Majors (SUEZ, Veolia, Jacobs, Xylem, Kemira, Evoqua, Aquatech, SKion Water...), Scale-Ups (Cambrian Innovation, Epic Cleantec, Gradiant, Liqtech, 374Water, Gingko Bioworks...), Start-Ups (Puraffinity, KETOS, 120Water, ZwitterCo, Membrion, Source...), Universities (Berkeley, the Columbia Water Center), Investment Funds (Sciens Water, Mazarine, Burnt Island Ventures...), Business Accelerators (Imagine H2O, Elemental...), Book Authors (Seth Siegel, David Sedlak, David Lloyd Owen...) or Market Intelligence Companies (BlueTech Research, Global Water Intelligence, World Bank, OECD, Isle Utilities...). Or simply water legends like Gary White, Mina Guli or Andrew Benedek!

On the "(don't) Waste Water" podcast, I strive to make the Water Industry easy to understand for everyone, starting with water professionals, executives, and investors. Hence, he opens the microphone to seasoned, inspirational water experts to discuss their field of excellence.

No one can claim an all-around in-depth understanding of a matter as complex as Water. But piece by piece, you can rebuild the puzzle. With curiosity, patience, and passion, Antoine Walter explores topics such as Advanced Treatment Technologies, Water-Energy Nexus (Hydrogen, Lithium...), PFAS removal, Nature-Based Solutions, Wastewater Reuse, Distributed Water Treatments, Water Finance, and Water Entrepreneurship.

I actually firmly believe that regular listeners of the "(don't) Waste Water" podcast may, in the end, claim a "Water MBA!"

A particular field of interest is how innovation forms, grows and gets widely adopted in a complex and conservative field like the Water Industry. This may be one of the keys to achieving the United Nations Sustainable Development Goal n°6 - #SDG6.

Oh, and in short, about me: I'm a water engineer turned avid student of the water business, market, finance, and tech. I'm married, a happy father of three, and I'm French (nobody's perfect 😅).

Hosted by Ausha. See ausha.co/privacy-policy for more information.

Description

❓ Ever wondered how the #WaterIndustry was reacting to our World's Water Challenges? Water Scarcity? #SDG6? PFAS? Climate Change? Circular Economy? Digitization and Smart Water?

💪 Get the Water Market pulse for free. In one hour per week, while you do the dishes!

➡️ Leverage their insights, advice & experience and ensure to stay on top of best practices

🗓️ Tune in every Wednesday (don't miss out! 😅)

🌐 Find all the detailed episode notes, interviews, infographics, and more at http://dww.show

I actually firmly believe that regular listeners of the "(don't) Waste Water" podcast may, in the end, claim a "Water MBA!"

Oh, and in short, about me: I'm a water engineer turned avid student of the water business, market, finance, and tech. I'm married, a happy father of three, and I'm French (nobody's perfect 😅).

Hosted by Ausha. See ausha.co/privacy-policy for more information.

464 episodes

3 playlists

Season 12

3 Radical Solutions Transforming America's Water Crisis
3 Radical Approaches Solving Water Scarcity Today, in just one video! More #water insights? Subscribe to my newsletter: https://www.linkedin.com/newsletters/6884833968848474112/ 🙌 Supporters 🙌 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 #️⃣ All the Links Mentioned in this Video #️⃣ Black Jaguar Foundation: https://blackjaguarfoundation.org/ Tree Love: https://treelove.org/ IMTA (Mexican Institute for Water Technology): https://www.gob.mx/imta Teaser for ⁨@scienswater⁩ (https://studio.youtube.com/channel/UCZbVxnXO7VdN0RxvBon01gQ)'s 2025 conference: https://www.youtube.com/watch?v=rx4Dq7gMXSk 🎙️ 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/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 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 €10 Trees 37:48 Take Home Message 📝 IN THIS WEEK'S EPISODE 🌳 How planting indigenous Amazon trees creates water corridors and helps farmers comply with Brazil's 20% reforestation law while fighting invasive grass species 💧 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 🏛️ How Mexico's sinking cathedral reveals groundwater overextraction challenges, while 70-80% of water goes to flood irrigation agriculture 💰 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 📊 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 Hosted by Ausha. See ausha.co/privacy-policy for more information.
40min | Published on June 25, 2025
92% Water Waste: How Economics Broke Our Best Solution
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 🙌 Supporters 🙌 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 #️⃣ All the Links Mentioned in this Video #️⃣ My TED Talk: https://www.ted.com/talks/antoine_walter_what_s_the_value_of_your_poop 🎙️ 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/ 🙋 QUESTION: What would you like me to cover next? 📝 IN THIS WEEK'S EPISODE 💰 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 🏜️ 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 ⚖️ The complex economics behind water reuse decisions involving treatment costs, transport expenses, mineral recovery opportunities, and earthquake liability insurance 🔬 How produced water contains valuable minerals like lithium (30 ppm) and magnesium (1000 ppm) that could generate 40 cents per barrel in additional revenue 🏭 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.
22min | Published on June 18, 2025
S12E20 - Diamidex's CEO Told Me Something Investors Don't Know
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/ 🙌 Supporters 🙌 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 #️⃣ All the Links Mentioned in this Video #️⃣ 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/ 🎙️ 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/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 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 📝 IN THIS WEEK'S EPISODE 🔬 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 🚀 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 💡 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 🏭 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 💰 The razor-blade business model targeting 75-80% recurring revenue from consumables, with equipment potentially given free to high-volume customers, generating €500K annually Hosted by Ausha. See ausha.co/privacy-policy for more information.
1h03 | Published on June 12, 2025
The 3 Simple Numbers That Predict Any Water Stock's Future
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/ 🙌 Supporters 🙌 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 #️⃣ All the Links Mentioned in this Video #️⃣ 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-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/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 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.
33min | Published on June 4, 2025
S12E19 - This PFAS Removal Company's Secret to 120+ Successful Projects
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/ 🙌 Supporters 🙌 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 #️⃣ All the Links Mentioned in this Video #️⃣ Mirka's email: MWilderer@aqueousvets.com (mailto:MWilderer@aqueousvets.com) 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! 😅): 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/ 🎙️ 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/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 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.
51min | Published on May 28, 2025
Perrier Has 60 Days To Comply With The Law But Can't - Here's Why
Is this the end of Mineral Water? Or just the end of Nestlé Waters? Listen to this! More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/ 🙌 Supporters 🙌 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 #️⃣ All the Links Mentioned in this Video #️⃣ 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 🎙️ 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/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 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 Nestlé 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.
20min | Published on May 24, 2025
Water Tech Is Worth More Than You Think: LG Chem's $700M Deal
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/ 🙌 Supporters 🙌 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 #️⃣ All the Links Mentioned in this Video #️⃣ 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 🎙️ 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/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 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.
22min | Published on May 21, 2025
The Most Influential Water Summit You've Never Heard Of
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/ 🙌 Supporters 🙌 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 #️⃣ All the Links Mentioned in this Video #️⃣ GWI Waterdata: https://www.gwiwaterdata.com/ UltraFacility: https://www.ultrafacility.io/ 🎙️ 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/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 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.
54min | Published on May 17, 2025
S12E18 - How This Startup Tests PFAS 5x Faster Than Labs
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/ 🙌 Supporters 🙌 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 #️⃣ All the Links Mentioned in this Video #️⃣ 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 🎙️ 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/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 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 📝 IN THIS WEEK'S EPISODE 🚀 How FREDsense delivers PFAS testing in 5 days vs. industry standard 5 weeks through biosensor technology 💰 The bootstrapped journey from $25K water bottle crowdfunding campaign to pioneering field PFAS detection kits 🔬 Why the company pivoted from arsenic and COVID detection to focusing purely on PFAS chemistry and unmet market needs 🛠️ What makes on-site PFAS testing possible: polymer-based biosensors that bind and measure down to part-per-trillion levels 🤝 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.
1h00 | Published on May 7, 2025
PFAS in Your Tap Water? Don't Panic - do THIS Instead!
Just received a PFAS Notice at home? Don't panic - let's go through it together! #️⃣ All the Links Mentioned in this Video #️⃣ Johns Hopkins study on PFAS in Bottled Water: https://pubmed.ncbi.nlm.nih.gov/34118648/ Study on PFAS in Beer: https://pubmed.ncbi.nlm.nih.gov/40272161/ The Toronto Paper on LCMS to detect PFAS at ppt levels: https://pubs.acs.org/doi/10.1021/ac0100648 Decline in vaccine efficiency linked with blood PFAS levels: https://pubmed.ncbi.nlm.nih.gov/22274686/ Increased cholesterol linked with PFAS in blood: https://pmc.ncbi.nlm.nih.gov/articles/PMC3116641/ Pregnancy disorders linked with PFAS: https://pubmed.ncbi.nlm.nih.gov/35696844/ The AWWA vs EPA lawsuit: https://www.awwa.org/resource/pfas/ Tapscore's PFAS screening test: https://mytapscore.com/products/epa-8327-pfas-screen-water-test 10 PFAS questions answered: https://www.youtube.com/watch?v=5dlH0RSCtH0 🎙️ 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 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 📝 IN THIS VIDEO 💌 Why you're receiving PFAS notification letters and what they actually mean for your health and water quality 🧪 The surprising truth about PFAS in bottled water and beer, with eye-opening research revealing widespread contamination 💰 Why individual filtration costs 200 times more than community solutions, with a detailed cost breakdown of all your options 🚿 Three practical solutions to protect your family from PFAS, with one clear winner that most people overlook 🔬 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.
23min | Published on May 2, 2025

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Description

❓ Ever wondered how the #WaterIndustry was reacting to our World's Water Challenges? Water Scarcity? #SDG6? PFAS? Climate Change? Circular Economy? Digitization and Smart Water?

💪 Get the Water Market pulse for free. In one hour per week, while you do the dishes!

➡️ Leverage their insights, advice & experience and ensure to stay on top of best practices

🗓️ Tune in every Wednesday (don't miss out! 😅)

🌐 Find all the detailed episode notes, interviews, infographics, and more at http://dww.show

I actually firmly believe that regular listeners of the "(don't) Waste Water" podcast may, in the end, claim a "Water MBA!"

Oh, and in short, about me: I'm a water engineer turned avid student of the water business, market, finance, and tech. I'm married, a happy father of three, and I'm French (nobody's perfect 😅).

Hosted by Ausha. See ausha.co/privacy-policy for more information.

Description

❓ Ever wondered how the #WaterIndustry was reacting to our World's Water Challenges? Water Scarcity? #SDG6? PFAS? Climate Change? Circular Economy? Digitization and Smart Water?

💪 Get the Water Market pulse for free. In one hour per week, while you do the dishes!

➡️ Leverage their insights, advice & experience and ensure to stay on top of best practices

🗓️ Tune in every Wednesday (don't miss out! 😅)

🌐 Find all the detailed episode notes, interviews, infographics, and more at http://dww.show

I actually firmly believe that regular listeners of the "(don't) Waste Water" podcast may, in the end, claim a "Water MBA!"

Oh, and in short, about me: I'm a water engineer turned avid student of the water business, market, finance, and tech. I'm married, a happy father of three, and I'm French (nobody's perfect 😅).

Hosted by Ausha. See ausha.co/privacy-policy for more information.

464 episodes

3 playlists

Season 12

3 Radical Solutions Transforming America's Water Crisis
3 Radical Approaches Solving Water Scarcity Today, in just one video! More #water insights? Subscribe to my newsletter: https://www.linkedin.com/newsletters/6884833968848474112/ 🙌 Supporters 🙌 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 #️⃣ All the Links Mentioned in this Video #️⃣ Black Jaguar Foundation: https://blackjaguarfoundation.org/ Tree Love: https://treelove.org/ IMTA (Mexican Institute for Water Technology): https://www.gob.mx/imta Teaser for ⁨@scienswater⁩ (https://studio.youtube.com/channel/UCZbVxnXO7VdN0RxvBon01gQ)'s 2025 conference: https://www.youtube.com/watch?v=rx4Dq7gMXSk 🎙️ 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/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 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 €10 Trees 37:48 Take Home Message 📝 IN THIS WEEK'S EPISODE 🌳 How planting indigenous Amazon trees creates water corridors and helps farmers comply with Brazil's 20% reforestation law while fighting invasive grass species 💧 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 🏛️ How Mexico's sinking cathedral reveals groundwater overextraction challenges, while 70-80% of water goes to flood irrigation agriculture 💰 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 📊 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 Hosted by Ausha. See ausha.co/privacy-policy for more information.
40min | Published on June 25, 2025
92% Water Waste: How Economics Broke Our Best Solution
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 🙌 Supporters 🙌 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 #️⃣ All the Links Mentioned in this Video #️⃣ My TED Talk: https://www.ted.com/talks/antoine_walter_what_s_the_value_of_your_poop 🎙️ 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/ 🙋 QUESTION: What would you like me to cover next? 📝 IN THIS WEEK'S EPISODE 💰 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 🏜️ 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 ⚖️ The complex economics behind water reuse decisions involving treatment costs, transport expenses, mineral recovery opportunities, and earthquake liability insurance 🔬 How produced water contains valuable minerals like lithium (30 ppm) and magnesium (1000 ppm) that could generate 40 cents per barrel in additional revenue 🏭 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.
22min | Published on June 18, 2025
S12E20 - Diamidex's CEO Told Me Something Investors Don't Know
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/ 🙌 Supporters 🙌 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 #️⃣ All the Links Mentioned in this Video #️⃣ 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/ 🎙️ 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/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 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 📝 IN THIS WEEK'S EPISODE 🔬 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 🚀 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 💡 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 🏭 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 💰 The razor-blade business model targeting 75-80% recurring revenue from consumables, with equipment potentially given free to high-volume customers, generating €500K annually Hosted by Ausha. See ausha.co/privacy-policy for more information.
1h03 | Published on June 12, 2025
The 3 Simple Numbers That Predict Any Water Stock's Future
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/ 🙌 Supporters 🙌 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 #️⃣ All the Links Mentioned in this Video #️⃣ 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-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/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 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.
33min | Published on June 4, 2025
S12E19 - This PFAS Removal Company's Secret to 120+ Successful Projects
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/ 🙌 Supporters 🙌 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 #️⃣ All the Links Mentioned in this Video #️⃣ Mirka's email: MWilderer@aqueousvets.com (mailto:MWilderer@aqueousvets.com) 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! 😅): 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/ 🎙️ 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/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 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.
51min | Published on May 28, 2025
Perrier Has 60 Days To Comply With The Law But Can't - Here's Why
Is this the end of Mineral Water? Or just the end of Nestlé Waters? Listen to this! More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/ 🙌 Supporters 🙌 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 #️⃣ All the Links Mentioned in this Video #️⃣ 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 🎙️ 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/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 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 Nestlé 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.
20min | Published on May 24, 2025
Water Tech Is Worth More Than You Think: LG Chem's $700M Deal
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/ 🙌 Supporters 🙌 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 #️⃣ All the Links Mentioned in this Video #️⃣ 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 🎙️ 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/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 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.
22min | Published on May 21, 2025
The Most Influential Water Summit You've Never Heard Of
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/ 🙌 Supporters 🙌 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 #️⃣ All the Links Mentioned in this Video #️⃣ GWI Waterdata: https://www.gwiwaterdata.com/ UltraFacility: https://www.ultrafacility.io/ 🎙️ 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/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 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.
54min | Published on May 17, 2025
S12E18 - How This Startup Tests PFAS 5x Faster Than Labs
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/ 🙌 Supporters 🙌 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 #️⃣ All the Links Mentioned in this Video #️⃣ 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 🎙️ 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/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 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 📝 IN THIS WEEK'S EPISODE 🚀 How FREDsense delivers PFAS testing in 5 days vs. industry standard 5 weeks through biosensor technology 💰 The bootstrapped journey from $25K water bottle crowdfunding campaign to pioneering field PFAS detection kits 🔬 Why the company pivoted from arsenic and COVID detection to focusing purely on PFAS chemistry and unmet market needs 🛠️ What makes on-site PFAS testing possible: polymer-based biosensors that bind and measure down to part-per-trillion levels 🤝 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.
1h00 | Published on May 7, 2025
PFAS in Your Tap Water? Don't Panic - do THIS Instead!
Just received a PFAS Notice at home? Don't panic - let's go through it together! #️⃣ All the Links Mentioned in this Video #️⃣ Johns Hopkins study on PFAS in Bottled Water: https://pubmed.ncbi.nlm.nih.gov/34118648/ Study on PFAS in Beer: https://pubmed.ncbi.nlm.nih.gov/40272161/ The Toronto Paper on LCMS to detect PFAS at ppt levels: https://pubs.acs.org/doi/10.1021/ac0100648 Decline in vaccine efficiency linked with blood PFAS levels: https://pubmed.ncbi.nlm.nih.gov/22274686/ Increased cholesterol linked with PFAS in blood: https://pmc.ncbi.nlm.nih.gov/articles/PMC3116641/ Pregnancy disorders linked with PFAS: https://pubmed.ncbi.nlm.nih.gov/35696844/ The AWWA vs EPA lawsuit: https://www.awwa.org/resource/pfas/ Tapscore's PFAS screening test: https://mytapscore.com/products/epa-8327-pfas-screen-water-test 10 PFAS questions answered: https://www.youtube.com/watch?v=5dlH0RSCtH0 🎙️ 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 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 📝 IN THIS VIDEO 💌 Why you're receiving PFAS notification letters and what they actually mean for your health and water quality 🧪 The surprising truth about PFAS in bottled water and beer, with eye-opening research revealing widespread contamination 💰 Why individual filtration costs 200 times more than community solutions, with a detailed cost breakdown of all your options 🚿 Three practical solutions to protect your family from PFAS, with one clear winner that most people overlook 🔬 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.
23min | Published on May 2, 2025

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