Cloud Kitchens in India: B2B Path Wins, B2C Bleeds
B2C cloud kitchens in India face brutal unit economics. B2B plays—supplying dark stores and QSR chains—show real margin discipline. The sector bifurcated in 2023. Only one path survives.
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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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