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Sector Thesis·4 min read·Week 26

Cold Chain Data Moat: Why Temperature Logs Beat Infrastructure

Cold chain logistics in India moves $32B annually but fragmentation creates data vacuum. Companies collecting hyperlocal temperature, spoilage, and route data now will own pricing power by 2028. Infrastructure scales; data compounds.

ByAmit Tyagi·Fitoor Capital
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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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#cold-chain-logistics#data-moat#india-logistics#spoilage-risk

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Cold Chain Data Moat: Why Temperature Logs Beat Infrastructure · Aletheia Insights