Cold Chain: India Stack Native Beats Legacy Wrappers
India's cold chain sector divides into two: legacy logistics companies adding temperature control, and India Stack natives building from Aadhaar/UPI foundations. Natives capture 3-4x better unit economics by encoding compliance into infrastructure, not bolting it on.
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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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