Cloud Kitchens: D2C Loses to Channel in India's Cost Game
D2C cloud kitchens in India face a unit economics cliff. Channel-based models (aggregators, B2B supply) outperform on CAC and delivery speed. The real play is margin capture through ghost brands on platforms.
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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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