AR/VR in India: Direct Products Lose to Platform Embedding
Direct AR/VR apps in India face unit economics collapse below 100M users. Embedding into WhatsApp, Snap, or commerce platforms captures 10x faster adoption. The distribution math favors platforms, not standalone brands.
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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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