Cloud Kitchens: Why India's SaaS Play Beats Marketplace
India's cloud kitchen market chose the wrong model. Marketplace aggregation (Swiggy, Zomato) captured unit economics. But the real moat belongs to the infrastructure layer—SaaS for ghost kitchens. We're seeing early proof in operational software, not delivery.
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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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