Edwin Dorsey from Bear Cave on Otonomo $SAII
Edwin Dorsey from the Bear Cave (https://thebearcave.substack.com/\u200b) 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\u200b Intro
4:00\u200b Otonomo overview
6:15\u200b How can Otonomo make money selling car data?
11:30\u200b How does OEM partnerships work?
14:00\u200b Why will automotive data be a winner take all market?
25:25\u200b How Otonomo could undercut Root and Metromile
29:00\u200b Discussing the Otonomo management team
33:50\u200b The SAII PIPE group: good or bad?
35:50\u200b Edwin's take on the SAII SPAC group
38:00\u200b How big is Otonomo's TAM?
40:25\u200b How the current SPAC market could create opportunity
43:00\u200b Warrants are risky; discussing SAII risk/reward
49:30\u200b What pushback has Edwin gotten on the idea?