Why Ad-Tech Winners Bundle Hardware Into Software
Indian ad-tech margins compress as pure-software players commoditize. Defensibility now comes from owning the hardware stack—screens, devices, location sensors. This creates stickiness and moats that software alone cannot.
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Amit Tyagi
Founder, AletheiaAI & GP, Fitoor Capital
Veteran of India's startup ecosystem. Writing about fundraising, investor psychology, and what it takes to build fundable startups in India.
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