AR/VR Unit Economics: The Margin Levers That Work in India
AR/VR margins in India collapse under device costs and content acquisition spend. Three specific levers—bundled B2B delivery, India Stack integration, and localized content—can move gross margin from 35% to 60%. Timing matters: device subsidies end in 2025.
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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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