Cloud Kitchens: API Infrastructure Beats Vertical Integration in India
Cloud kitchen operators in India face a choice: build proprietary verticals or become API infrastructure layers. The data suggests API-first models create defensible moats faster. Vertical integration requires capital density India's margins don't support.
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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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