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Wanna know why 86% of Investors treat water tech like Portfolio Insurance? Watch this!

More #WaterTech insights? Get my free water investor database: https://investors.dww.show


🙌 Supporters 🙌

A big thank you to my partner SimpleLab: https://link.dww.show/simplelab

And a great shout-out to MentorAPM: https://mentorapm.com/


#️⃣ All the Links Mentioned in this Video #️⃣

Overlooked Newsletter by Alexandre Devez: https://alexandre.substack.com/

Paul O'Callaghan's "The Dynamics of Water Innovation" book https://www.bluetechresearch.com/events-media/book/

My deep dive into PureTerra Ventures: https://www.youtube.com/watch?v=wQhcJjYf9wA


🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️

Podcast Channel: @dwwpodcast

Main Channel: @AntoineWalterDWW


🙋 QUESTION: Should water tech embrace the "100 moonshots at $10M each" strategy that Prakash Govindan suggests, or stick with the David Ferrer playbook?


⏰ TIME CODES ⏰

00:00 How are 86% below 10%?

02:06 The Ferrer/Kyrgios Analogy

04:25 Finding 1 - The Side Bet Reality

06:44 Finding 2 - The Doughnut Hole Desert

08:47 Finding 3 - The 3 Tribes of Water Tourists

13:26 Finding 4 - The Portfolio Insurance Maths

17:04 Finding 5 - The Check Size Revelation

19:07 Finding 6 - The Adjacency Map

22:35 The "Prakash Challenge"

24:53 The Updated Playbook

27:20 Free Water Investor Database


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.


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