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Sector Thesis·4 min read·Week 6

Ad-Tech's PLG Moment: Why India Is Different

Indian ad-tech companies are winning through free tiers targeting small advertisers, not enterprise sales teams. Real unit economics emerge only after crossing 50K+ active advertisers on platform. The India Stack enables verification without friction—a competitive moat competitors outside India cannot replicate.

ByAmit Tyagi·Fitoor Capital
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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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Ad-Tech's PLG Moment: Why India Is Different · Aletheia Insights