AR/VR in India: Why API Infrastructure Beats Vertical Apps
India's AR/VR market will reach $2.1B by 2028, but the real moat isn't in consumer apps. API-first infrastructure plays—tracking, rendering, spatial compute—will capture 60% of margin. Vertical apps will commoditize within 3-4 years.
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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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