Occasional writing on how we think about ownership, patient capital, the buildings we buy, the businesses we back, and the slow bets we're willing to make.
For a hundred years, the answer to every municipal water problem has been the same: dig deeper wells, lay more pipes, build a bigger plant. It is a strategy with the subtlety of a…
Most people believe they are prepared. Most people are not. Here is what the plans that look solid on paper get catastrophically wrong, and what actually works. There is a version of emergency preparedness…
Every disaster exposes the same broken system. Atmospheric water generation offers a better one. When a hurricane makes landfall, a major pipe bursts, or a municipal water supply is contaminated, emergency managers across the…
Emergency water logistics haven’t evolved fast enough. While other industries have embraced innovation, many emergency response plans still rely on the same outdated approach: stockpiling bottled water and hoping supply chains hold up when…
Let’s be real for a second: the way we handle forest fires hasn’t changed much in decades. We wait for a spark, we see the smoke, and then we scramble to throw everything we’ve…
When a natural disaster strikes: be it a hurricane, earthquake, or a massive infrastructure failure: the clock starts ticking. The human body can survive weeks without food, but only days without water. In the high-stakes world…
Here’s a wild stat: Building a single desalination plant can cost anywhere from $500 million to over $1 billion. And that’s just to get it up and running. Now imagine you could pull clean…