Why Nexus Is Leaving Delhivery (And What That Means)
When your early backer starts selling, it's not always a failure signal. Sometimes it's a timing calculation about who owns the next decade.
Get 1 unfair insight every week from India's startup ecosystem.
Read by serious founders and investors. No fluff.
Key Insights
VC exits aren't always pessimistic—they often signal that the scaling phase is complete and the optimization phase (controlled by new variables) is beginning
AI will compress logistics unit economics by 25-35% through route optimization, load balancing, and demand forecasting—creating winners and losers along the infrastructure curve
Legacy infrastructure becomes a liability when competitors can achieve similar volumes with 30% lower cost structure, flipping the asset-light playbook advantage
Continue reading with Blog Pass
This piece is part of the Aletheia archive. This week’s drops are free — unlock every sector thesis, deal-flow breakdown and disclosure note with a Blog Pass.
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.
Run a fundability check
India's only MRE-backed platform for founders and investors. Analyse your deck, find investors, and validate your raise strategy.
Don’t miss the next one
One insight every week. No fluff.
One contrarian insight. Every week. No generic startup advice.
Join founders and investors building with better information.