My guest today is the exceptional Christopher Gasson. As the owner of Global Water Intelligence, he has built a business that he bought for £17,000 and less than 150 subscribers to the indispensable knowledge source for people in this $1.6T business of water. Those of you who read his opinion columns in GWI know that this is a man not short of opinion, and I think that is an enormous service in a sector that suffers from a lack of people willing to both speak their mind with clarity and be controversial. He thinks as clearly as anyone I have met about water as a business and brings decades of perspective to how he communicates about where the market, and his market, is moving today, from semiconductors and AI to the bond markets and the potential for utility privatization in an era of government indebtedness. He's just right. Please enjoy my conversation with the excellent Christopher Gasson.

Subscribe to The Fundamental Molecule here: https://www.burntislandventures.com/the-fundamental-molecule

For the full show notes, transcript, and links to mentioned content, check out the episode page here: https://podcasts.apple.com/us/podcast/the-fundamental-molecule/id1714287205

-----------

Christopher Gasson is the owner of Global Water Intelligence (GWI) and a revered authority on water finance. Since acquiring GWI in 2002, he has built the pre-eminent source of information for the $1.6T water industry, including products like DesalData and the Global Water Summit. An Oxford graduate in Politics and Economics, Christopher combines a background in investment banking with a distinctive voice as a columnist. Known as the "water industry torchbearer," he is also a co-founder of the Global Water Leaders Group and Leading Utilities of the World.

00:00 – Introducing Christopher Gasson

02:10 – Why Christopher Bought GWI and How the Market Collapsed

04:01 – The Pivot to Desalination and the Rise of Global Water Markets

07:05 – Why Industrial Water and Ultra Pure Systems Became the Big Bet

10:42 – How AI, Data Centers and Chip Fabs Reshape Water Demand

15:37 – Hyperscalers, Community Water Partnerships and Public Backlash

17:13 – Extreme Weather, Climate Disruption and NASA’s Scariest Chart

22:19 – How Capital Markets Are Waking Up to Water Investment

27:56 – What the UK Got Wrong About Water Privatization

30:25 – Why Finance Literacy Gives Water Leaders a Strategic Edge

33:10 – What Makes Powerful Commentary and Water Thought Leadership

36:15 – How AI Is Transforming GWI and Water Market Intelligence

39:51 – GWI’s Future as a Global Water Tech Platform

42:22 – Biggest Contrarian Wins and Misses in Water Innovation

47:32 – Essential Advice for Every Water Entrepreneur

Links:

Christopher Gasson

Global Water Intelligence

SM Material

Key Takeaways:

"The water industry is capital hungry. For every dollar in revenue, you need $7 in capital."

"Droughts and floods are increasing with temperature rise. We need agile solutions."

"The public sector owns underperforming water assets. Private sector participation is key."

"Understanding physics is crucial in water technology. Overlooking it leads to failures."

"Water infrastructure needs flexible solutions. Fixed solutions to variable problems don't work."

You may know by now that I get pretty excited when people walk through the figurative BIV door with an understanding of reality that is virtually impossible to diagnose from the outside. From the moment I met Dylan Wolff and he explained what he was up to, I couldn't believe what he was solving. We will go into some depth as to what he's building at CNSRV, but it's the vehicle for the deletion of a stunning quantity of waterway as well as the provision of a multi layered, deeply practical and financial set of value propositions, all of which drop straight to their customers’ bottom line. Once you see it, you really can't unsee it. Dylan also happens to be, as we say back home, a really lovely bloke to spend time with. Please enjoy my conversation with Dylan Wolff.

Subscribe to The Fundamental Molecule here: https://www.burntislandventures.com/the-fundamental-molecule

For the full show notes, transcript, and links to mentioned content, check out the episode page here: https://podcasts.apple.com/us/podcast/the-fundamental-molecule/id1714287205

-----------

Dylan Wolff is the Founder & CEO of CNSRV, a startup transforming commercial kitchen sustainability. A product developer driven by California’s water crisis, Wolff identified a hidden source of waste: running faucets to defrost food. He built the CNSRV DC-O2, a device that saves 98% of water and halves prep time. Resilience has defined his journey; weathering the COVID-19 industry shutdown, he bootstrapped development and secured groundbreaking rebates from water districts. Today, his tech is used by industry leaders, proving environmental impact drives financial ROI.

00:00 - Introducing CNSRV and the Future of Water Tech

00:49 - Exposing Hidden Water Waste in Commercial Kitchens

02:36 - How Dylan Discovered the Defrosting Problem

04:02 - Validating a Silent Industry Pain Point

06:17 - Turning Curiosity Into a Scalable Startup Opportunity

09:01 - How CNSRV Saves Water, Time, and Labor

12:10 - Matching Value Propositions to Kitchen Stakeholders

15:12 - Navigating COVID and Early Product Development Hurdles

19:42 - Building a Lean Team and High-Performance Product Design

23:52 - Lessons From Founder-Led Sales and Market Education

27:22 - Early Distribution Wins and Scaling Through Rep Groups

30:18 - Product Evolution: Smarter Interfaces and New Models

34:27 - Enterprise Logos vs. Regional Rollouts

36:05 - Quantifying the Massive Market and Water Savings Impact

37:05 - How Utility Rebates Accelerate Customer Adoption

39:14 - The Emotional Reality of Entrepreneurship

41:45 - Essential Advice for Water Innovators: Perseverance

Links:

Burnt Island Ventures: https://www.burntislandventures.com/

Dylan Wolff: https://www.linkedin.com/in/dylan-wolff-032b1439/

CNSRV: https://cnsrv.com/

SM Material

Key Takeaways:

"Solve a problem you're passionate about. Translate curiosity into action."

"Perseverance is everything. If you believe in it enough, don't take ‘no’ for an answer."

"The kitchen is full of hidden inefficiencies. Expose reality to solve them."

"Running lean is crucial. You can provide value without massive overheads."

"Every day looks different. It's both the...

In 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, Innovation and Venture at Xylem, Burnt Island Ventures’ anchor investor and a true partner. And Sivan has become a serious force in early stage water, taking on the enormous challenge of making a very large company very good at working with very small ones. She and her team not only set a new standard for corporate engagement with the startup community, we think they reinvented it. It has been fascinating to see how the ideas and principles of entrepreneurship are flowing into the wider Xylem organization as a result. She is a force of nature, an unyielding advocate for water and an astonishingly generous friend. Please enjoy my conversation with Sivan Zamir.

Subscribe to The Fundamental Molecule here: https://www.burntislandventures.com/the-fundamental-molecule

For the full show notes, transcript, and links to mentioned content, check out the episode page here: https://podcasts.apple.com/us/podcast/the-fundamental-molecule/id1714287205

-----------

Sivan Zamir, VP of Enterprise Innovation and Venture at Xylem, shares her journey from two-time founder to corporate innovator. She discusses the systemic challenges large companies face when working with startups and her strategy to overcome them. Key topics include the criticality of team culture and "voice of customer," using agile sprints to drive change, and a unique "partnerships-first" corporate venture capital model. She also advocates for bringing enabling technologies from other industries into the water sector and advises all entrepreneurs to "be kind."

00:00 - Introduction

02:24 - Why Big Companies Struggle to Work With Startups

05:53 - Breaking the Certification Roadblock for Pilots

08:06 - Startup Lessons: Team Culture and Customer Feedback

16:40 - First 90 Days: Research, Business Plan, and Execution

20:32 - Running Sprints and Scaling Innovation Culture

25:18 - Building Partnerships Before Launching Venture Capital

29:49 - How the Accelerator Program Drives Go-To-Market

35:25 - The State of Water Tech: Adjacent Innovation and Low Funding

40:53 - Final Advice: Always Lead With Kindness

Links:

Burnt Island Ventures: https://www.burntislandventures.com/

Sivan Zamir: https://www.linkedin.com/in/sivan-sidney-zamir/

Xylem: https://www.xylem.com/en-us/

SM Material

Key Takeaways:

"Team culture is everything. You can teach skills, but you can't teach culture. It's the backbone of resilience and innovation."

"Voice of the customer is critical. Without it, you're building on a hypothesis without market validation."

"In large companies, innovation must be baked into governance, metrics, and incentives."

"The water sector needs to look beyond itself. Adopt existing tech from other industries."

"Accelerators simplify complex processes. They coordinate efforts and focus on clear...