Cold Chain: Niche Moat Before Horizontal Play
India's cold chain market grows 14% annually but fragmentation kills generalists. Winners start vertical—pharma, seafood, or produce—build unit economics, then layer horizontally. Timing matters: rural e-commerce acceleration and UPI payments enable margin capture.
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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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