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Sector Thesis·4 min read·Week 21

AR/VR Recurring Revenue: India's Timing Problem

AR/VR startups in India chase B2B2C subscription models prematurely. The sector lacks cohort data on churn, NRR, and unit economics. Hardware dependency makes predictable revenue harder than SaaS.

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#recurring-revenue#unit-economics#india-startups

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AR/VR Recurring Revenue: India's Timing Problem · Aletheia Insights