Sažetak epizode
The American Society of Civil Engineers grades U.S. water infrastructure a D-minus. Kevin Gast, co-founder, CEO and chairman of VVater, puts the bill for just maintaining it at about $1 trillion over the next 20 years. The systems are old, fewer people are training to run them, and the control software behind them was never built for an open internet. Kevin spun VVater out of a family engineering conglomerate that has done 14,000 to 15,000 projects over 60 years. Its answer to membranes, filters and chemicals is the Farady Reactor, which treats water with alternating current at under 12 volts. What we get into: Where the trillion dollars goes, and why few people are training to run the plants How old control systems leave water utilities open to attack Why the tap water you drink has already been used upstream, and why reuse is the real choice How the Farady Reactor treats water with electricity in place of membranes and chemicals Where it fits: resort pools, wastewater plants, factories and homes Kevin Gast…
The American Society of Civil Engineers grades U.S. water infrastructure a D-minus. Kevin Gast, co-founder, CEO and chairman of VVater, puts the bill for just maintaining it at about $1 trillion over the next 20 years. The systems are old, fewer people are training to run them, and the control software behind them was never built for an open internet. Kevin spun VVater out of a family engineering conglomerate that has done 14,000 to 15,000 projects over 60 years. Its answer to membranes, filters and chemicals is the Farady Reactor, which treats water with alternating current at under 12 volts. What we get into: Where the trillion dollars goes, and why few people are training to run the plants How old control systems leave water utilities open to attack Why the tap water you drink has already been used upstream, and why reuse is the real choice How the Farady Reactor treats water with electricity in place of membranes and chemicals Where it fits: resort pools, wastewater plants, factories and homes Kevin Gast…
Epizode
Rebuilding America's Water: A D-Minus Grade and a $1 Trillion Bill
SlušanoThe American Society of Civil Engineers grades U.S. water infrastructure a D-minus. Kevin Gast, co-founder, CEO and chairman of VVater, puts the bill for just maintaining it at about $1 trillion over the next 20 years. The systems are old, fewer people are training to run them, and the control software behind them was never built for an open internet. Kevin spun VVater out of a family engineering conglomerate that has done 14,000 to 15,000 projects over 60 years. Its answer to membranes, filters and chemicals is the Farady Reactor, which treats water with alternating current at under 12 volts. What we get into: Where the trillion dollars goes, and why few people are training to run the plants How old control systems leave water utilities open to attack Why the tap water you drink has already been used upstream, and why reuse is the real choice How the Farady Reactor treats water with electricity in place of membranes and chemicals Where it fits: resort pools, wastewater plants, factories and homes Kevin Gast…
Utilities Are Careful for a Reason. New York Built a Way In.
SlušanoNew York City's Department of Environmental Protection moves 1 billion gallons of drinking water a day to more than 9.6 million people, and about 95 percent of it arrives by gravity from 19 upstate reservoirs. The watersheds are protected well enough that federal rules let most of that water be delivered unfiltered. It is the largest combined municipal water and wastewater utility in the country, and it is aging. A startup does not get to put a sensor on that by cold email. Anushree Sreedhar runs the Environmental Tech Lab at the Partnership for New York City, a structured pilot program built with DEP that gives companies a real way in. In three years the lab has partnered with 24 companies, helped two land commercial procurements, and has about five more underway. What we get into: Why a careful utility is careful for good reasons, and why that is a feature rather than an obstacle The four stages: challenge discovery, public posting, a two-phase evaluation, then a three-month proof of concept with an…
Water Is a Trillion-Dollar Industry Hiding in Plain Sight | Tom Ferguson, Burnt Island Ventures
SlušanoTom Ferguson runs Burnt Island Ventures, the first venture fund dedicated entirely to water. In this conversation he lays out the investing case for a $1.6 trillion market most people have never thought about: where water sits on the S-curve, what changed around 2020, what exits actually look like, and what it costs the person running a small fund. Guest: Tom Ferguson, Founder and Managing Partner, Burnt Island Ventures Host: Ravi Kurani CHAPTERS 0:00 Intro 0:46 The S-curve, and where water sits on it 4:35 Why execution, not ideas, is the bottleneck 11:18 Why now: what changed around 2020 16:18 What exits actually look like in water 19:40 The capital spectrum: venture, PE, search funds 21:46 Private credit and the water bond market 24:37 Where water needs people right now 26:30 From Imagine H2O to raising Fund I 30:32 Why they pass on most water companies 35:01 The weirdest ideas that turned out to be good ones 41:09 Agriculture, and the next PFAS investment 42:13 AI, data, and what still has a moat 48:21…
Clara Sieg (Loonen): Water Can't Be Organic, and Conventional Treatment Makes It Worse
SlušanoThe USDA Organic certification launched in 2002 and water will never qualify for it. Not because of a loophole, but because water isn't grown. That single fact sits at the center of everything Clara Sieg is building at Loonen, and it exposes a quiet gap in the clean-living movement that most consumers have never thought to question. Clara spent 14 years in venture capital before a round of IVF sent her down a rabbit hole she couldn't climb out of, and water turned out to be the one household category with no good answer. What we cover: - Why no bottled water can legally carry an organic label, and why conventional treatment was designed to eliminate pathogens, not preserve mineral quality, leaving disinfection byproducts behind while stripping minerals out. - Why spring water is not a guarantee of purity. Every spring Loonen tested across six months of US sourcing trips had at least one footnote: nitrates, arsenic, radium, glyphosate, or PFAS. Loonen's answer pairs a high-quality source in the Palomar…
Zach Hamilton: What's Really in Your Tap Water and Why PFAS Break All the Rules
SlušanoYour tap water passed every government test this morning, and it still contains contaminants the EPA has no mandate to remove. Zach Hamilton built 20 prototype reverse osmosis machines trying to solve that problem, and his answer is a laboratory-grade, all-stainless-steel RO system designed to last 20 years in your kitchen. His core argument is simple and a little unsettling: 150,000 separate water districts are doing their best, but the infrastructure is too old and too slow to protect you from modern contaminants. The solution has to happen at the tap. What this episode covers: - Why water is location-specific: source water, aging pipes, and your home's own plumbing all add their own signature to what comes out of the tap, making every water supply a different "soup" - How PFAS break the dose-makes-the-poison rule: as endocrine disruptors that mimic hormones, even trace concentrations at the parts-per-trillion level can trigger whole-system effects in the body - Why the regulatory clock moves too slowly:…