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Philip Krim

Founder & Managing Partner, Montauk Ventures · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

founderexecutiveinvestoroperator@pkrim ↗LinkedIn ↗montaukclimate.com ↗

Philip Krim is best known as the co-founder and former CEO of direct-to-consumer mattress company Casper, which he launched in 2014 and led through an NYSE IPO. He now runs Montauk Ventures and Montauk Climate, investing in early-stage startups and incubation across technology, infrastructure, and the electron economy.

10statements → 5claims → 2claims resolved → 4.2/5average certainty → 1.9/5average debate potential → ≈4.5/5argument clarity, estimated → 2said about them ↓

1 supported 0 partly supported 1 contradicted 1 not yet assessed 2 not checkable as stated how the 5 claims stand · each chip opens the sources

2 predictions · 3 assertions · 2 insights · 2 disclosures · 1 what if · every statement was checked. The predictions and assertions are the 5 claims: statements the public record can support or contradict. 2 are resolved, 1 is not yet assessed, and 2 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Philip argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Krim: 20 Million Americans Will Buy $15B in Mattresses in 2018
“We know this year that something like twenty million Americans will buy something over fifteen billion dollars worth of mattresses”
Philip Krim Aug 31, 2018 ▶ 10:39 20VC: Casper Founder Philip Krim on The Right Way To Think About Marketing Channel Diversification, When To Accept Strategic Investors & How To Successfully Build Out Your Exec Team

Their most notable contradicted claim

Prediction Didn’t hold up
Casper Will Scale Physical Retail to Over 200 Stores by 2021
“We now have 20 locations throughout the U.S. And Canada, and they've been doing so well that we're now committed to scaling that to over 200 stores in the next three years.”
Philip Krim Aug 31, 2018 ▶ 6:30 20VC: Casper Founder Philip Krim on The Right Way To Think About Marketing Channel Diversification, When To Accept Strategic Investors & How To Successfully Build Out Your Exec Team

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
none yet certainty 3
100% certainty 4
0% certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: speaking style how? →

231 words/min while actually speaking · 0 um and uh per 1k words

No argument clarity score for Philip Krim: no usable question→answer exchanges on raw tape (a fair score needs 8+). We do not score a sample that small. Roundtable and news formats yield far fewer direct exchanges than interviews. Their coarse estimate from 24 exchanges on the produced feed is ≈4.5/5, shown at half point precision because the sample is small and produced tape scores higher.

Measured by listening to 4,197 words across 1 episode, but every recording we have of Philip Krim is the aired feed, and an editor cleaned that audio before release. Some of the hesitation was cut before we ever heard it, so read these as floors: the true rates are at least this high. These are measurements of speaking style, not scores. How it's measured →

How the interview went all their pushback → series average →

Across 1 rated episode:

host pushback ▾ 2/10
pushed back at the host 1/10
setup questions received 55%

Everything Philip Krim said on 20VC that made the record, most notable first. Filter by type, assessment or year in the ledger →

Prediction Didn’t hold up
Casper Will Scale Physical Retail to Over 200 Stores by 2021
“We now have 20 locations throughout the U.S. And Canada, and they've been doing so well that we're now committed to scaling that to over 200 stores in the next three years.”
Philip Krim Aug 31, 2018 ▶ 6:30 20VC: Casper Founder Philip Krim on The Right Way To Think About Marketing Channel Diversification, When To Accept Strategic Investors & How To Successfully Build Out Your Exec Team
Prediction Not checkable as stated
Philip Krim Predicts Casper Will Become a Global Brand Like Nike
“I believe Casper will become a truly global brand, a brand that you generously echoed in the same vein as Nike or Under Armour. These are brands that have really been catalysts To changes in the consumer mindset and landscape, and I think Casper will do that o…”
Philip Krim Aug 31, 2018 ▶ 26:18 20VC: Casper Founder Philip Krim on The Right Way To Think About Marketing Channel Diversification, When To Accept Strategic Investors & How To Successfully Build Out Your Exec Team
Disclosure
Facebook and Google Are a Very Small Part of Casper's Marketing
“We were never overly reliant on just Facebook or just Google. In fact, those two channels specifically are a very small part of our mix because we knew the economics were going to get very tough.”
Philip Krim Aug 31, 2018 ▶ 13:33 20VC: Casper Founder Philip Krim on The Right Way To Think About Marketing Channel Diversification, When To Accept Strategic Investors & How To Successfully Build Out Your Exec Team
Insight
Krim: Strategic corporate investors often have non-financial motives unlike VCs
“A lot of times, strategic are investing for reasons that are not financially motivated, unlike a VC who usually you know what their motivation is. So understanding what the motivation is, and then what they're looking to solve with the investment, I think is r…”
Philip Krim Aug 31, 2018 ▶ 17:47 20VC: Casper Founder Philip Krim on The Right Way To Think About Marketing Channel Diversification, When To Accept Strategic Investors & How To Successfully Build Out Your Exec Team
Assertion Not checkable as stated
Casper Markets With Physical Stores Grow Faster Than Online-Only Markets
“They continue to build awareness about our products and our brand and the markets where we have stores are actually growing faster than the markets where we don't have stores.”
Philip Krim Aug 31, 2018 ▶ 7:26 20VC: Casper Founder Philip Krim on The Right Way To Think About Marketing Channel Diversification, When To Accept Strategic Investors & How To Successfully Build Out Your Exec Team
Insight
Krim: Founders should start executive searches the moment they consider hiring
“My advice to any founder when they're talking about executive level hires is as soon as you have the inkling that you might want to look for that, I would kick off the search and try to get out there as soon as possible. When they find the right hire, they wis…”
Philip Krim Aug 31, 2018 ▶ 22:26 20VC: Casper Founder Philip Krim on The Right Way To Think About Marketing Channel Diversification, When To Accept Strategic Investors & How To Successfully Build Out Your Exec Team
Assertion Supported
Krim: 20 Million Americans Will Buy $15B in Mattresses in 2018
“We know this year that something like twenty million Americans will buy something over fifteen billion dollars worth of mattresses”
Philip Krim Aug 31, 2018 ▶ 10:39 20VC: Casper Founder Philip Krim on The Right Way To Think About Marketing Channel Diversification, When To Accept Strategic Investors & How To Successfully Build Out Your Exec Team
Disclosure
Krim: Casper Employs 50 R&D Staff in San Francisco Casper Labs
“They're actually in our San Francisco office working on bringing next generation of products to market that impact sleep. And it's a group of about 50 folks we call the Casper Labs program”
Philip Krim Aug 31, 2018 ▶ 11:23 20VC: Casper Founder Philip Krim on The Right Way To Think About Marketing Channel Diversification, When To Accept Strategic Investors & How To Successfully Build Out Your Exec Team
Assertion Not publicly verifiable
Krim: Casper's growth accelerated in 2018, beating 2017 quarterly benchmarks
“Our growth has built this year even faster than our growth last year. 2017 was a banner year. It was awesome, but Q two in 2018 was stronger than Q two of 20 17. Same with Q one. Q two of 20 18 even beat Q one of 2018.”
Philip Krim Aug 31, 2018 ▶ 12:51 20VC: Casper Founder Philip Krim on The Right Way To Think About Marketing Channel Diversification, When To Accept Strategic Investors & How To Successfully Build Out Your Exec Team
What-if
Krim: Casper should have hired CFO and executive leadership team earlier
“I absolutely wish I had hired Greg and almost all of my leadership team earlier than when we did.”
Philip Krim Aug 31, 2018 ▶ 21:47 20VC: Casper Founder Philip Krim on The Right Way To Think About Marketing Channel Diversification, When To Accept Strategic Investors & How To Successfully Build Out Your Exec Team

The other half of the tape: Philip Krim's own voice is left out of every number here. Other people bring the name up 2 times in 2 episodes on 20VC. every mention, with the transcript →

Who brings them up most Harry Stebbings 2

Every mention by year

Appearances (1)

EpisodeDateSpeaking time
20VC: Casper Founder Philip Krim on The Right Way To Think About Marketing Channel Diversi Aug 31, 2018 19m
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