Show notes
Edwin Dorsey from the Bear Cave (https://thebearcave.substack.com/) returns to discuss a high conviction long idea, Otonomo. Otonomo is a "leading platform and marketplace for vehicle data" and is going public through a SPAC merger with SAII (will trade under ONTO post-deal). Edwin thinks the opportunity for the company is enormous, and if they successfully execute they could be a multi-bagger.Chapters0:00 Intro4:00 Otonomo overview6:15 How can Otonomo make money selling car data?11:30 How does OEM partnerships work?14:00 Why will automotive data be a winner take all market?25:25 How Otonomo could undercut Root and Metromile29:00 Discussing the Otonomo management team33:50 The SAII PIPE group: good or bad?35:50 Edwin's take on the SAII SPAC group38:00 How big is Otonomo's TAM?40:25 How the current SPAC market could create opportunity43:00 Warrants are risky; discussing SAII risk/reward49:30 What pushback has Edwin gotten on the idea?