S13E7 - The 3 Secret Tribes that Rule Over Water Tech Investment
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
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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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