Cloud Kitchens: Why Niche Wins Before Scale
Horizontal cloud kitchen platforms in India are burning cash at 60-70% CAC ratios. Winners are building defensible niches first—specific cuisines, delivery zones, or price bands—before expanding. The path to unicorn is narrow: own one segment completely, then move.
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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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