Welcome to The Fundamental Molecule. This show explores the intersection of water, technology and entrepreneurship. Each week, Tom Ferguson, Managing Partner of Burnt Island Ventures, interviews innovators, experts, entrepreneurs and investors in the world of water, to help us understand where this trillion dollar industry is headed. These are the stories of the people building the future of the world’s most valuable and fundamental resource. Explore all of our episodes and learn more at htt ...
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Hosted by longtime Molecule artist Nick Stoynoff, we'll be providing you with 2 hours of forward thinking, hand picked, electronic house music for your listening pleasure. Pull up a seat and enjoy a proper experience through some the finest electronic music out there.
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We’re just nerds who talk a lot about non-nerd things. Join us every week for gags and encouragement.
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Molecules, microbes and multiomics is DNA Genotek's podcast, featuring experts in all areas of the genomics, microbiome and multiomics space. To learn more about any of these emerging areas of science, tune in.
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I am disgusting DMT as a whole and going into detail about what it is and its possibilities.
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Welcome to Mind Over Molecules, where student researchers grow into future changemakers! Hosted by Julia Coppo, we’re breaking down barriers in research, building unstoppable mindsets, and diving headfirst into the emerging frontiers of biotechnology, immunotherapy, and the countless innovations in biomedical research that are shaping our future. From science fairs to cutting-edge gene editing techniques, you will receive practical advice, listen to inspiring interviews, and learn mind-blowi ...
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Every once in a blue moon we record a podcast. We all squeeze into Kenny’s little recording studio room, sit on the broken sofa, and talk about video games, life, littlebigplanet, and whatever else is on our minds. Our new year’s resolution is to record more podcasts more often, so watch this space podcast fans!
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Sivan Zamir - The Model of Corporate Startup Engagement
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43:05In 2015, all of the startup founders who were part of Imagine H2O's Accelerator had to bear with me as I had no idea what I was doing. One of those founders was Sivan Zamir. Four years later she was and remains the only person to go through the program twice, and mercifully, her feedback then was rather better. Now she's VP of Enterprise, Innovatio…
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Peter Brooks - Building an Infinite Compounding Machine
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1:02:30Out of 910 graduating students in the Class of 2014 from HBS, three went into water. Of those three, only Peter Brooks and I remain. And, meaning no offense to all our wonderful classmates, I'm glad it's him. Peter is just a really great guy. A former Marine, he worked across a variety of fascinating opportunities before setting up Sylmar Group. He…
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Allan Adams - The Science is the Easy Bit
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46:31It's always worth listening to someone's ‘why’ for doing something. What is their core motivation? Are they a tourist, or are they here for the long haul? When you combine a compelling ‘why’ with the right mix of technical brilliance, charisma, kindness, and energy, you get someone who looks and sounds a lot like Allan Adams. He is the founder and …
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Matt Fitzgerald - Campaigns, MrBeast and Getting Arrested with your Grandmother
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53:39The saying, "Those who tell the stories rule the world," is such a core truth that it is both a quote from Plato and a Native American proverb - two entirely distinct societies coming to the same conclusion. We in water know that our inability to tell our story is one of the most frustrating aspects of the sector and one of, if not the most, negati…
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Mick O'Dwyer - Mandated, Recurring & Operationally Painful
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48:38Some people are born to drive their own bus. They have an idiosyncrasy of outlook that makes building their own thing inevitable. When these people run into a problem that they find both annoying and ridiculous and decide to solve it, good things happen. Mick O'Dwyer is one of those people. Even before BIV started, the second check I ever wrote, an…
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High school isn’t just about grades—it’s about growth, grit, and gaining clarity.
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36:43Everyone talks about your GPA, test scores, and college apps—and while all of these things are essential, there is not enough focus on you. Who you’re becoming. What you’re learning about yourself. And how to actually use high school as a launchpad for success instead of a pressure cooker. In this episode, we’re shifting the focus from perfection t…
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Pierre Côté - The Art of Useful Invention
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37:07Pierre Côté is arguably the most successful inventor and technologist in the industrial wastewater space. He has two ubiquitous technologies under his belt - the hollow fiber membrane and the membrane bioreactor, or MBR - and a third technology well on the way to becoming ubiquitous: the membrane aerated biofilm reactor, or MABR. Pierre is not only…
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Welcome to Mind Over Molecules! In this introductory episode, I’m going to be sharing with you what this podcast is all about — from introducing some of the topics we’ll be discussing, to my motivations for starting this podcast in the first place. Mind Over Molecules is for student scientists and curious minds who want to dive into research, impro…
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Oliver Lawal - Sunburning Water is a Good Idea
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40:35At BIV, we have huge admiration for people who call their shot and are right. For all you hockey fans out there, it's people who ‘Gretzky’ to where the market is going to be and so are there when it arrives. Oliver Lawal is a fascinating entrepreneur. He saw something obvious - his words - and just went and built the thing and has made so many smar…
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Anne Mushow - Building a Utility Data Dragnet
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46:43There is so much that is dumb in water, but easily one of the dumbest is that in the US - let alone the rest of the world - 60 percent of meters are offline and need to be read by hand in 2025. It is an insane state of affairs, and we have had our eyes out for teams to solve it for literally years. Anne Mushow is the driving force behind the soluti…
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Jonathan Jackson - Flooding, Fairness, and Sticking to Your Knitting
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40:16Flooding is becoming an increasingly obvious mega issue in the world today. It costs anywhere between $200 billion and $500 billion in the US alone each year. They're 31% of natural catastrophes and 1.8 billion people, about a quarter of the planet, live under flood risk. This is a nightmare for insurers who are raising their premiums in response, …
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Craig Beckman - A Generational Shift in Membrane Design
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46:14One of the reasons why working in water is fun is the people who work in it - dedicated, driven, modest, self-effacing, hard working, but with a lightness that comes from doing something that really matters. Craig Beckman personifies these qualities and then some, and he also happens to be working on a generational - and I really do mean that it's …
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what's up! Joy finally joined us in our first episode ever, I hope you guys enjoy. Today we talked about our Summer, pop culture, mental health and a lil more. Let us know what you guys think and see you next week!
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Will Hewes - Managing Water for a Hyperscaler
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44:23It's no secret that the so-called "hyperscalers"—Amazon, Microsoft, Google, Meta, and others—are doing their hyperscaling in the context of the AI revolution. The pace of digital infrastructure buildout is mind-boggling—about $450 billion in 2024 and with no sign of slowing. All of this has implications for the water sector. So I wanted to talk to …
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Shane Dyer - Iteration, Hiring, and Customer Voice
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41:34It's so fun when you feel like an investment has been dragged out of your hands. At the end of our deployment of our first fund, I was adamant that our final investments had to be blindingly obvious because the next best use of funds was to give more capital to companies we already knew were amazing. So when I met Shane Dyer, CEO of Irrigreen, the …
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Megan Glover - The Outsider Becomes the Insider
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36:41When you hear a canary singing in the coal mine, you should stop and listen. Without torturing the metaphor too far, this is how I felt when I started working with Megan Glover at 120Water in 2017 as she started to build her business. The success of a business is predicated on the talent of the people running it, and Megan was important because she…
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Alex Fuglesang - A Deep Dive Into Desal, Literally
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40:35Sometimes things just strike you as dumb and then one day you understand why. The current model of desalination is a great example. It's something that everyone thinks that we at BIV should be invested in up to the eyeballs, and, of course, we support technologies that are pertinent to desal, but the legacy model is just a tough nut to crack. Ever …
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Felicia Marcus: A Public Servant for our Era
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47:29Felicia Marcus is one of the most significant public servants in water, having served on the Board of Public Works for the City of LA, served as Regional Administrator for the EPA in Region 9, COO of the Trust for Public Land and Western Director of the NRDC. As if that wasn't enough, she was also the Chair of the State Water Resources Control Boar…
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Scott Bryan - Pilots, Impact and Acceleration
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42:10I owe what I get to do every day here in a job I love to many people, but Scott Bryan really helped. In 2015, he took a chance on me to become the VP of Programming at Imagine H2O running the Accelerator, and it was a learning curve which laid the groundwork for what we do here at BIV. Scott is one of the most important figures in early stage water…
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Paul Hauffen - The Customer Inclusion Loop
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46:07True dyed-in-the-wool software pros are a valuable breed in water and Paul Hauffen is one of the best. A two-time entrepreneur, he sold his last company Sedaru, and, in a founding hiatus, is bringing his enormous experience to bear helping companies along their trajectory, partially as a BIV Venture Partner. Paul is a very wise man indeed and his i…
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Mudasser Iqbal - AI, Water and Institutional Memory
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42:19There is a lot going on in AI right now, from the travails of ChatGPT to the technology being essentially single handedly responsible for the surge of the so-called “Magnificent Seven” and therefore the overall S&P 500 in 2024. But what does it mean for water? Mudasser Iqbal is a career technologist and an exceptional guy, previous CEO of Visenti b…
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Debra Coy - Earnings Calls, Inflection Points, and Perspective
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41:45Over the last decade, I've been so lucky to learn from seriously good water people, and Debra Coy is one of the best. Over four decades, she has built an extraordinary body of work from public markets analyst to XPV, the preeminent water investing firm that has been extraordinarily supportive to us, to her current independent role advising and sitt…
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Guillaume Clairet - Operations, Rule-Breaking and Erin Brockovich
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37:58We all know about the CEO in a company. When the company is small, the CEO does everything, and when it's big, the CEO sets the vision, hires the right people and makes sure they have what they need to be successful. But what about a layer deeper than that? Guillaume Clairet is a fascinating example of a world class COO. Now he's too modest to be k…
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Sarah Brody - From Oceans to McKinsey
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35:45It's always worth paying attention to top-level consultants as crucial advisors to their usually enormous clients. They have their finger on the pulse of the practical needs of the market and are responsive when they see critical mass in an area. Sarah Brody runs the North American water practice of McKinsey, which she has restarted in response to …
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Michael Rigney - The Millenium Falcon of Heat Pump Water Heaters
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39:07The idea of an Overton Window when the conditions around a political issue change that in turn changes the nature of what is politically possible, is a useful one in assessing businesses. Sometimes conditions change enough in a market or sector that there is suddenly a significant window of opportunity for a founder to run through. We think that is…
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Ifetayo Venner - Gatekeepers, Big Infrastructure, and Leadership
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45:58It's nice to have friends in high places, and in water, there are few places higher than the presidency of the Water Environment Federation, the core trade body for the wastewater industry. Ifetayo Venner and I got to know each other in 2017 when we both spoke at the opening session of WEFTEC, WEF’s annual gathering for the wastewater world, and we…
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Mae Stevens - Building the Case for Water on Capitol Hill
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37:04If I was to write a list of all the tricks we’re missing in water, it would be a lot, and somewhere near the very top would be lobbying - engagement with government on the federal and state level. I recognize we've made a lot of progress in the last five or six years in terms of securing capital for the required infrastructure renewal in the US, bu…
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Jorge Richardson - Water Access, Reliability, and Selfies with Bono
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48:03Jorge Richardson - Water Access, Reliability, and Selfies with Bono Sometimes businesses pop up that take a bit of time to make sense. HOPE Hydration is one of those businesses. When I first met Jorge Richardson in 2021, he was chock full of confidence, like a lot of entrepreneurs in 2021, with an admirably aggressive plan, but I couldn't quite see…
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Matt Rosenthal - Business Beneath Our Feet
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47:43There's an old saying from east London: “Where there's muck, there's brass.” Essentially, what this means is that the management of the dirtier side of life is invariably an opportunity for a decent business. Sewers are a big business. There are a million miles of them beneath our feet in the US, and about 300 million of them need to be inspected a…
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Peter Fiske - From Academic to Entrepreneur (and beyond)
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45:25Peter Fiske has packed a lot into his career, from being a rare successful academic to entrepreneur crossover to his current role as head of NAWI, the National Alliance for Water Innovation. He's just someone who loves building stuff, and he's done a lot from building and selling PAX Water Technologies to setting up the infrastructure for the radic…
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Josh Mackanic - Making the Unseen Seen
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33:37It's well documented that we at Burnt Island Ventures love founder-market fit, but we really love it when it leads us to a founder and company that represents that fundamental leap forward in the operation of that market. Josh Mackanic is one of those founders. His two decades of experience in infrastructure has led him to build a platform people h…
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Paul Vacquier - Trust, Crucibles, and Kevin Hart
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54:44We talk a lot about founder market fit. It's a crucial component of founder selection because of the simple fact that founders who really understand their industries are very unlikely to build something that people don't want. There is no gap between the perceived reality of their market and the actual reality of their market. An awful lot of ventu…
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Matt Johnson - Constraints, Sequencing, and Finding the Fun
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44:27People do business with people they like, and Matt Johnson is one of the most likable people I have met in the last 10 years. He is a cocktail of curiosity, energy, reflectiveness, enthusiasm, and both left and right brains that come together in a genuinely compelling person. And his company is a reflection of him and his co-founder, Bibi - a pheno…
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Nicole Neeman Brady - Intrapreneurship, Entrepreneurship and Public Service
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38:33Nicole Neeman Brady is a real standout in the world of water. An entrepreneur, an intrapreneur fund manager, mentor to countless emerging water professionals, she has packed a lot into her time in the sector. She's currently a managing director with Renewable Resources Group, where she oversaw the raising and deployment of the $927 million sustaina…
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Steve Kloos - Thinking Right to Left
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47:33In 2015, we still used those table speakers for conference calls. Remember those? Kind of looked like a spaceship. I had just started at Imagine H2O, and the first external call I had on my second day was with someone who was very highly regarded by my colleague Ivy Nguyen, who is now a BIV IC member. Hi, Ivy! That someone was Steve Kloos, partner …
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It's important to have people you look up to in the industry you choose. And by "look up to," I mean to be consistently, wildly impressed by what they're building, their intellect, their clarity of thought, their track record, and how they comport themselves. Reinhard Hübner is one of those people for me. As the CEO at SKion, he has built an undeni…
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Anthea Sargeaunt, CEO and Co-founder of 2S Water
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47:09Anthea Sargeaunt is the CEO and Co-founder of 2S Water. Multivariate, real-time non-contact sensing is one of the holy grails of water management. Getting it right will allow all stakeholders to understand what is in their water in real time. And if we can get it really right, this knowledge will allow a host of improvements in water management, in…
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David Stanton, CEO at Cleanwater1, Inc.
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45:08When I started Burnt Island Ventures, I needed help. I needed help of all kinds. But one of the things I needed most as a first-time fund manager was credibility in the decision-making process. Alongside Ivy Nguyen, David Stanton agreed to become a member of our investment committee, and he put a crucial brick in the BIV credibility wall. In this e…
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Adam Tank, Co-Founder & Chief Customer Officer at Transcend
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42:48Adam Tank's trajectory, from early leadership roles at GE to his entrepreneurial endeavors, offers a wealth of profound insights into the critical trilogy of water, technology, and entrepreneurship at the heart of this podcast. His experiences navigating the dynamic landscape of the water industry, as shared here today, offer valuable perspectives …
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John Bertrand, Co-Founder and CEO of Daupler
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41:37John Bertrand is our kind of founder, a wastewater engineer who has operated inside and outside the utility fence - he understands his market upside down. What he saw in his time in the utility world led him to wonder if the messy world of managing the constant stream of incoming data from utility customers - calls, text messages, 311 alerts, voice…
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Tyler Henke, Co-Founder and CEO of Ziptility
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39:35People always bang on about disruption, and usually it's meaningless. Some very rare founders should bang on about disruption because they're actually doing it, but don't. I like to think it's humility, but more importantly, it's because they decided to go and solve a real, deeply felt problem in the market, usually in an overlooked sector, and hap…
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Matt Swindle, Chairman, CEO, and Co-founder at NLine Energy, Inc.
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45:11Persistence is an underrated quality of the best entrepreneurs. VCs never think they underrate it, but they do. The public only ever sees the glory and fireworks when an entrepreneurial story works. But it's the application, the effort, the persistence that lies behind every great outcome that is the primary determinant of that outcome. Matt Swindl…
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George Hawkins, Founder and CEO of Moonshot Missions
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51:39George Hawkins is one of those people who always elicits a smile from those who know him when he comes up in conversation, even when he's not there. The smile also comes when he is present, but the absence of the smile is telling. He is perhaps one of the most admired figures in the US water market, and possibly even in the global market, and for g…
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Wayne Byrne, Co-Founder and Director of Method Capital and Venture Partner at Burnt Island Ventures
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41:54Repeat entrepreneurs are a special breed. They have essentially proved that they operate through skill and not luck, and Wayne Byrne is one of the most skillful. I met him in 2015 in San Francisco as he was picking up one of many awards for OxyMem as they built towards their acquisition by DuPont, his fourth exit in an illustrious career. He's been…
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Christine Boyle - Founder of Valor Water Analytics and Partner at Burnt Island Ventures
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40:07I first met Christine Boyle about a week before I specialized in water at Imagine H20's annual winners announcement, where she was receiving the award for Best Early-stage Water Company in 2015. Fast forward almost eight years, she has been an extraordinary guide and mentor. After selling her company Valor Water Analytics to Xylem in 2018, she rema…
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sooooo we totally went MIA on y’all and we’re so sorry, but here’s a longer episode for your head tops. This episode we just caught up with each other and talked about coming out of our shells. We’d looovvveee to hear your feedback x.
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Alex Rappaport - The Power of Entrepreneurial Process
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52:07You don't often meet someone that you immediately know you'll remember where and when you met them for a very long time. That happened to me with my guest today, Alex Rappaport, CEO of ZwitterCo, at a conference in 2018. I was minding my own business when a coiled ball of energy introduced himself to me, and it was clear that this was a very talent…
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Mirka Wilderer - Taking a Water Company to IPO
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44:22This is a podcast about entrepreneurs. Given that, our guest today might be a little unexpected. Mirka Wilderer is the archetypal corporate innovator, having spent her career with some of the biggest names in the space. Until last year, she was CEO of De Nora and led the IPO of the Italian company. Under her tenure, De Nora evolved into a force in …
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Bessie Schwartz, Co-Founder of Floodbase
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38:50It's always so fun seeing great companies being built for the right reasons. Bessie Schwarz, CEO of Floodbase, has been on a mission to help the world's most vulnerable people since her early 20s. Her company is not only the flood monitoring partner of FEMA and the United Nations, she is also building a quiet revolution in the insurance industry, h…
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Welcome to The Fundamental Molecule. This show explores the intersection of water, technology and entrepreneurship. Each week, Tom Ferguson, Managing Partner of Burnt Island Ventures, interviews innovators, experts, entrepreneurs and investors in the world of water, to help us understand where this trillion dollar industry is headed. These are the …
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