
Episode #22
From Casper Mattress to Data Centers: Philip Krim's Bet on the Electron Economy
Philip Krim spent eight and a half years turning Casper into a household name, then walked away from consumer almost entirely to bet on something people will never see. In this Founder Series episode, Philip Krim, Co-Founder and CEO of Montauk Capital, breaks down why bring-your-own-power is becoming the default way data centers get built and what it actually takes to build the infrastructure behind AI. WHAT YOU'LL LEARN Why bring-your-own-power is becoming the default way data centers get built, and why Texas is leading it Why New York's one-year moratorium on hyperscale data centers is a preview of the regulatory wave heading nationwide The real tell that a company's AI governance is a boardroom mandate and not actual organizational change Why Krim thinks capital is not the bottleneck in energy and digital infrastructure, deployment and deal structuring are How Montauk turns commercial real estate owners into company-building partners, using Perimeter Compute as the model The line between founder conviction and simply not listening to customers, and how Krim tests for it "Maybe the only thing as universal as sleep is energy." — Philip Krim Show Notes: 00:10: Introducing Philip Krim 03:09: The universal need for sleep and power 06:09: Bring-your-own-power for data centers 07:44: New York's moratorium and the regulatory pushback 09:19: Educating communities on data centers 10:35: The AI governance gap: mandate versus real adoption 14:02: Is now the time to invest in AI 15:27: Angel investing: Ramp, Reddit, and the ones that got away 17:24: Why branding matters as much in B2B as consumer 18:38: Conviction versus not listening: what makes a founder 21:24: Partnering with asset owners 26:09: Lessons in leadership 28:22: Career advice for the AI Generation 33:42: Ryan's postgame recap ABOUT THE GUEST Philip Krim co-founded and led Casper from its 2014 launch through its 2020 NYSE listing and 2021 sale, while building a decade-long track record as an early investor in companies like Ramp and Reddit. He is now Co-Founder and CEO of Montauk Capital, a company builder and investor at the intersection of AI, energy, and digital infrastructure. FOLLOW CRE UNPLUGGED creunplugged.com | LinkedIn | YouTube | Instagram This episode is sponsored by our awesome partner, HILO , making connectivity and engagement a breeze in commercial real estate.

