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Tom Ferguson
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Sep 10, 2026
Water Is a Trillion-Dollar Industry Hiding in Plain Sight | Tom Ferguson, Burnt Island Ventures
50:04
50:16
56:26

Ravi KuraniHOST
Where do you feel that you drive inspiration from? Like, oh yeah, this one thing or these two things that happened really tell the story of how I think about XYZ today.

Tom FergusonGUEST
So, I mean, just kind of where I come from, in many ways, very sort of boring, kind of upper middle class, whatever, childhood in the UK, you know, like phenomenal parents and brother and sister and great, you know, family.
6 MINS LATER

Ravi KuraniHOST
And then also just what do you not do? What do people think that you do that you don't?
Too Basic to Notice, Too Big to Ignore: Tom Ferguson on the VC Opportunity in Water Tech
21:45
21:59
22:13

Jeff MalecHOST
And what's the main prohibitor there? Like you're dealing with utility companies that are not really for profit, right? Is there not a profit motive for a lot of these companies to implement?

Tom FergusonGUEST
I mean, one of them, I really, a lot of people just sort of blame utilities for being slow.

Tom FergusonGUEST
Like the privilege of being able to ignore water, wastewater and stormwater services essentially, right.
5 MINS LATER
Burnt Island Ventures on Investing in Water
16:57
17:28
17:37

Eric KaneHOST
So I think that's a nice segue to the next question, which is, you know, within this broader water theme, there are kind of a lot of sub themes, including desalination, including infrastructure, reuse and treatment, efficiency, etc., I'm curious as to whether there's a specific segment or even region that you're ultimately kind of most excited about at this point.

Tom FergusonGUEST
I am a proud British person and I still think that the U.S. still creates the best entrepreneurs.

Tom FergusonGUEST
But certainly within water, the preponderance of the best entrepreneurs tend to be coming out of the U.S.
24 MINS LATER