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PODCAST

(don"t) Waste Water! | Water Tech to Solve the World

❓ 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,

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All Episodes

38:13

Why Is EVERYONE Getting Pushed Out of Saur? (WHAT’S...

(don"t) Waste Water! | Water Tech to Solve the World ·

2026/10/09

Work with me: antoine@dww.showGet a slot directly in my calendar: https://dww.show/meetWhy Was Patrick Blethon Fired From Saur, Five Days After Its Sale Was Called Off?On October 7, Saur announced that Patrick Blethon was leaving with immediate effect, after nearly seven years leading France's third-largest water company. In June, Menno Holterman and the Nijhuis executive team had already been pushed out, and on October 2, EQT had reportedly dropped its plan to reduce its stake. So I went through

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1:28:50

The End of the Water Operator As We Know It? | WEFTEC...

(don"t) Waste Water! | Water Tech to Solve the World ·

2026/10/04

🙌 My WEFTEC 2026 coverage is sponsored by Interius Solutions: https://academy.interius.io/watertech-marketing-systemUse code ANTOINE15 for 15% off the Interius Academy, their WaterTech Marketing System (and yes, Björn only pays me if you sign up 😅)Will AI Replace Water and Wastewater Operators, or Become Their New Co-Worker?AI was everywhere I looked at WEFTEC 2026 in New Orleans, so I spent three days on the show floor asking 14 companies what artificial intelligence can really do for water

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34:53

How Smart Towns Make Data Centers Pay (w. Ralph Exton...

(don"t) Waste Water! | Water Tech to Solve the World ·

2026/09/25

Is Data Center Water Use a Threat to Your Town, or the Money Its Water System Has Been Waiting For?Data center water use has become one of the loudest arguments about AI, from the one-bottle-per-prompt claim to US Commerce Secretary Howard Lutnick arguing both sides on The Daily Show. So I looked into where that water goes, what the tech giants' promises are worth, and how smart towns make the AI boom pay for better water systems.With insights from Ralph Exton, Executive Director of the Water

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49:29

So, Thermal Desalination is the Future Now? (w....

(don"t) Waste Water! | Water Tech to Solve the World ·

2026/08/08

Thermal desalination lost the water industry to reverse osmosis on one number: boiling seawater takes about ten times more energy than pushing it through a membrane. So why is one of the 20 teams left in the XPRIZE Water Scarcity competition still betting on heat?Desolenator is a Dutch water tech company that desalinates with heat instead of pressure, running on solar energy and industrial waste heat rather than grid electricity. Its hybrid panel harvests electricity and thermal energy from the same

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31:52

3 Days at the Glastonbury of Water (Northumbrian...

(don"t) Waste Water! | Water Tech to Solve the World ·

2026/08/01

FREE TOOL ➡️ Get your water tech pitch reviewed: https://app.leviathandata.io/pitch-deck-analyzerMore #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/See how the Northumbrian Water Innovation Festival brings together creative minds in Newcastle for collaborative problem solving.Watch the energy of this unique event.This episode takes you inside the Northumbrian Water Innovation Festival to show how large groups tackle industry challenges through structured

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1:01:12

The Water VC You Can't Name (How HG Ventures Deployed...

(don"t) Waste Water! | Water Tech to Solve the World ·

2026/06/03

How did HG Ventures quietly become one of the most active water tech investors on the planet, without even calling itself a water VC?HG Ventures is the corporate venture capital arm of The Heritage Group, a 100-year-old, family-owned Indianapolis conglomerate active in asphalt, quarries, environmental services and specialty chemicals. With $350M in assets, the fund deploys around $50M a year across 41 portfolio companies and 7 sectors, and ranks 5th globally in water tech by deal count despite water

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1:17:01

600 Private Water Bets - Zero Public Exits. Is This...

(don"t) Waste Water! | Water Tech to Solve the World ·

2026/05/28

The First Water Sector Unicorn Wants to IPO. But Wall Street kinda forgot how to buy water... Early-stage water tech funding quadrupled in seven years. Private equity's share of water M&A doubled in a decade, with a record 165 PE-led acquisitions in a single year. The bench of PE-owned water platforms grew from 42 companies in 2015 to nearly 600 in 2025. And the sector just minted its first twice-unicorn - Gradiant - with a Series E at a $2 billion valuation on Day 1 of the Global Water Summit

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46:24

Guess Who Just Spent $700M on Water? (10 Things...

(don"t) Waste Water! | Water Tech to Solve the World ·

2026/05/04

On April 30, 2026, CRH plc (NYSE: CRH) announced a $700 million agreement to acquire Axius Water from KKR and XPV Water Partners - instantly making the Irish-American building materials giant one of the largest water infrastructure players in North America. If CRH acquires Axius, what's next?Most investors missed it, so I thought I'd decode it! Here are the 10 things you need to see.So you got it, CRH acquires Axius. Here's the deal in 30 seconds: • Buyer: CRH plc - a $77B market cap building

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53:55

Your Cup of Coffee Uses 29,600x More Water Than a...

(don"t) Waste Water! | Water Tech to Solve the World ·

2026/05/01

Everyone says AI is drinking the planet dry, right? Well, the numbers say your morning coffee uses 29,600× more water than a ChatGPT prompt! In this episode, I sit down with Alex Passini to pressure-test the dominant narrative around AI's water footprint - and what we found completely flips the story the media is telling. Here's what most "AI water crisis" headlines miss: → A single ChatGPT prompt uses roughly 16 milliliters of water. One cup of coffee uses ~140 liters when you count the beans

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14:22

Nobody Asked What the Public Actually Thinks About AI...

(don"t) Waste Water! | Water Tech to Solve the World ·

2026/05/01

Every analyst, every think tank, every consulting deck has an opinion on AI's water footprint (and overall on AI and Water)But nobody bothered to ask the people actually watching the videos, posting the comments, and shaping the narrative. You'd need to be mad to do that, right?So I read 2,540 of them. 😅Across 9 of the most-watched YouTube videos on AI water consumption, and overall on AI and Water.Here's what I found: 1️⃣ The public is right about geography. Boardman, Oregon, shows up at 80

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29:52

The 2027 Deadline That's About to Reprice Water...

(don"t) Waste Water! | Water Tech to Solve the World ·

2026/04/22

Who Buys the First Data Center Water Company? And When Does the Repricing Start? Data center water treatment is a $1.1 billion market growing nearly 15% per year, with 60% of spending recurring - generating an "infinite money glitch" for the righty designed water tech companies. So, strategic buyers, private equity sponsors, and VC-backed platforms are racing to consolidate water tech expertise. Meanwhile, hyperscalers spending $50 billion a year on infrastructure have made zero water

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26:12

Data Center Consumption DOESN'T Matter... But...

(don"t) Waste Water! | Water Tech to Solve the World ·

2026/04/15

What Is the Real Water Problem Behind AI Data Centers - and Where Is the $1.3 Billion Opportunity? AI Water seems to concern everybody, while data center water treatment is the fastest-growing industrial water vertical in the world - $1.35 billion in 2025, growing at 13.3% per year. But the media is chasing the wrong story. The real problem isn’t consumption volume — it’s the concentrated industrial wastewater that cooling towers produce. This episode maps the opportunity most investors are

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16:58

Why a Broke Football Club Spent Millions on Water...

(don"t) Waste Water! | Water Tech to Solve the World ·

2026/04/08

Why Did a Broke Football Club Owned by Gucci's Family Invest Millions in Water Reuse? Stade Rennais, the French football club owned by the Pinault family behind Kering (Gucci, Balenciaga, Bottega Veneta...), buried a €1.5 million closed-loop water system under its renovated La Piverdière training complex in February 2025. This investment, during French football's worst financial crisis, reveals a widening gap between what water costs and what water is truly worth - using water reuse as its

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34:10

By 2050, Clean Water Will Cost You $3'700 a Year (I...

(don"t) Waste Water! | Water Tech to Solve the World ·

2026/04/01

How Much Does The USA Really Need to Fix Its Water Infrastructure? And Why Is Nobody Talking About the Real Number? (Hint: the US EPA has it wrong!)I built a bottom-up predictive model spanning 32 federal datasets, 433,000 water systems, and 15.1 million regulatory violations to determine the true cost of bringing US water infrastructure back to shape. The answer: $3.9 trillion over twenty years (that's three times the EPA's official estimate of $1.25 trillion)🌶️ KEY SPICES 🌶️📊 A model

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26:00

Forget Russia & Qatar: Europe has a New Gas Source...

(don"t) Waste Water! | Water Tech to Solve the World ·

2026/03/27

Can Europe's Sewage Plants Replace Russian Gas? (aka: the €1.9 Billion Biomethane Opportunity) Europe's wastewater treatment plants are sitting on a massive untapped energy reserve. With the right upgrades, roughly 1,900 facilities across Europe could produce 13.4 billion cubic meters of biomethane per year — matching Russia's remaining pipeline gas deliveries in 2024. Let me break down the economics, the technology, and the investment landscape driving this shift. 🌶️ KEY SPICES 🌶️ ⛽ One oil

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33:17

His First Two Inventions Made Billions - Number Three...

(don"t) Waste Water! | Water Tech to Solve the World ·

2026/03/21

How Did Pierre Côté Build Two Unicorn Water Technologies - and Why Is He Now Betting on Algae? Pierre Côté is arguably the most successful water technology inventor alive. With over 100 patents across four decades, he created ZeeWeed (the membrane that launched the $3.63 billion MBR market) and co-invented ZeeLung (anchoring the ~$500 million MABR market). Now in his seventies, he's co-founded AlgaFilm Technologies to tackle nutrient removal with algae biofilm. 🌶️ KEY SPICES 🌶️ 🧬 Two unicorn

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35:40

This French Lab Wants to Replace Every Pump in...

(don"t) Waste Water! | Water Tech to Solve the World ·

2026/03/16

Can 4 Volts of Electricity Replace 60 Bars of Pressure in Seawater Desalination? ilion Water Technologies is a 2025 spinout from the Physics Laboratory of the École Normale Supérieure in Paris. Their VIRO (Voltage-Induced Reverse Osmosis) technology claims to replace the high-pressure pump train in seawater desalination with an alternating electric field applied to engineered composite membranes, operating at atmospheric pressure. 🌶️ KEY SPICES 🌶️ ⚡ VIRO generates ~15 equivalent bars of

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1:19:06

Why Water Testing Methods Are Dangerously Outdated...

(don"t) Waste Water! | Water Tech to Solve the World ·

2026/01/14

Why Are Water Testing Methods Dangerously Outdated - And What's the Fix?Tired of stitching together Crunchbase, overpriced reports, and "a guy who knows a guy"? I built the fix. 50 Founder Seats. Join the waitlist: leviathandata.io🙌 Supporters 🙌A big thank you to my partner SimpleLab: https://link.dww.show/simplelabORB is a water tech company revolutionizing water testing through real-time microbial detection. Using inline deep UV spectroscopy sensors, ORB delivers continuous monitoring that's

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1:04:58

25 Years of Acquisitions Built This Water Tech...

(don"t) Waste Water! | Water Tech to Solve the World ·

2025/12/24

How Did H2O Innovation Build a Water Empire Through 18+ Acquisitions (M&A) and What Happens Now Under Private Equity?More #water insights? Get my free mapping of 267 water investors here: https://investors.dww.show🙌 Supporters 🙌A big thank you to my partner SimpleLab: https://link.dww.show/simplelabH2O Innovation is a Quebec-based water solutions company founded in 2000. Through strategic M&A, it evolved from a membrane filtration startup into a diversified platform with four pillars:

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59:03

The Future of Water Tech VC: Why Specialists Are...

(don"t) Waste Water! | Water Tech to Solve the World ·

2025/12/17

How is Cycle H2O (a new Water VC) De-Risking Early Stage Water Tech Investment?More #water insights? Get my free mapping of 267 water investors here: https://investors.dww.show🙌 Supporters 🙌 A big thank you to my partner SimpleLab: https://link.dww.show/simplelabCycle H2O is a Canadian water-focused venture capital fund investing $500K-$2M checks in early-stage water technology companies. The fund targets 12 portfolio companies across industrial, municipal, and agricultural water sectors with $30

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