API Infrastructure vs Vertical Apps: India's EV Moat
India's EV sector will consolidate around infrastructure, not applications. API-first platforms controlling charging, battery swaps, and grid integration build defensible moats. Vertical plays in manufacturing or retail will struggle without infrastructure ownership.
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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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