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.

Chapters
0:00​ Intro
4:00​ Otonomo overview
6:15​ 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 Metromile
29:00​ Discussing the Otonomo management team
33:50​ The SAII PIPE group: good or bad?
35:50​ Edwin's take on the SAII SPAC group
38:00​ How big is Otonomo's TAM?
40:25​ How the current SPAC market could create opportunity
43:00​ Warrants are risky; discussing SAII risk/reward
49:30​ What pushback has Edwin gotten on the idea?