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Sector Thesis·3 min read·Week 22

AR/VR in India: Mobile-first wins. Web strategy loses.

India's AR/VR market will consolidate around mobile-native apps, not web experiences. Device economics and network constraints make web-based AR fundamentally uncompetitive. Founders building for India must choose: Android-first or irrelevant.

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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#AR/VR#mobile-first#India-tech#IndiaStack

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AR/VR in India: Mobile-first wins. Web strategy loses. · Aletheia Insights