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Sector Thesis·4 min read·Week 24

Auto-Tech in India: B2B Wins, B2C Bleeds

Name: AletheiaAI
Author: Amit Tyagi

B2C auto-tech in India faces brutal unit economics: 18-24 month payback, CAC of ₹8,000-₹15,000, and fragmented dealer networks. B2B plays—fleet management, dealer tech, supply chain—show 8-12 month payback and 3-5x gross margins. The math favors operators over consumers.

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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#auto-tech#unit-economics#b2b-vs-b2c#india-startups

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