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Sector Thesis·3 min read·Week 21

Why AR/VR Founders in India Miss the Real Distribution

India's AR/VR market is $1.4B today, growing 18% YoY. But founders obsess over consumer apps while missing three distribution channels that actually move units: vocational training networks, telecom bundles, and hybrid retail. The India Stack unlocked payments. It didn't unlock distribution.

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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Why AR/VR Founders in India Miss the Real Distribution · Aletheia Insights