The Fundamental Molecule Podcast By Burnt Island Ventures cover art

The Fundamental Molecule

The Fundamental Molecule

By: Burnt Island Ventures
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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 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 https://www.burntislandventures.com/the-fundamental-molecule2023 Burnt Island Ventures Economics Leadership Management Management & Leadership Personal Finance
Episodes
  • Dylan Wolff - Wait, Kitchens Defrost How?!
    Dec 10 2025

    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


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    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/


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    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...

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    44 mins
  • Sivan Zamir - The Model of Corporate Startup Engagement
    Oct 22 2025

    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


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    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/

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    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...

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    43 mins
  • Peter Brooks - Building an Infinite Compounding Machine
    Sep 24 2025

    Out 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 and his partner Michael have been hard at work creating a compounding machine in water, building with an infinite holding period. And, as you will hear, it has developed exceptionally in the six years since it was founded. I have been looking forward to this for a long time because there are few people as thoughtful, practical, wise, self-effacing and talented as Peter. I was also amazed to find out that this is the first time he has talked about the Sylmar story on a podcast. So you're literally hearing it here first. Please enjoy my conversation with Peter Brooks.

    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


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    Peter Brooks details Sylmar's "compounding machine" strategy, advocating for patient, long-term investment, cultural integration, and network effects to create value. He explains their entrepreneurship-through-acquisition model, targeting small, high-quality water businesses, and emphasizes operational enhancements while preserving an entrepreneurial spirit. Peter shares insights on managing growth, recruiting talent, and his military-informed leadership. He also addresses the future water market, noting AI's increasing demand and the critical role of infrastructure, and urges entrepreneurs to pursue their "true north" for societal benefit.

    00:00 - Peter Brooks & the “Compounding Machine”

    02:30 - Equity, Culture & Network Effects

    06:03 - Partnering with Mission-Critical Small Operators

    11:27 - Listen, Prioritize, Fix Systems

    17:02 - Operating System That Scales

    21:24 - Disciplined Growth & Smart Capital Allocation

    26:35 - Make Water a Talent Magnet

    34:46 - Sales as Market Discovery

    43:21 - AI Data Centers & Water

    50:49 - Tech That Matters Now

    1:01:27 - True North Leadership

    Links:

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

    Peter Brooks: https://www.linkedin.com/in/peterharringtonbrooks/

    Sylmar: https://sylmargrp.com/


    SM Material


    Key Takeaways:


    "Compounding is the consistent accumulation of small advantages that allow us to win."


    "In water, patience is rewarded. Quick-turn investors often misunderstand this."


    "We're building a compounding machine with long-term patient capital."


    "Plans are nothing, but planning is everything. No plan survives first contact with reality."


    "Water is the third pillar of public safety, critical behind fire and police."


    "Embrace uncertainty. Entrepreneurship isn't for the faint of heart."


    “Roughly every 5 million of EBITDA, you're going to have a different job description if you continue to...

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    1 hr and 3 mins
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