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Sector Thesis·3 min read·Week 3

EV Year 1: Build Battery, Buy Charging, Defer Scale

Indian EV startups burn cash on wrong bets in year one. Battery tech and cost control matter most. Charging network can be leased, not built.

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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#electric-vehicles#india-startups#product-strategy#unit-economics

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EV Year 1: Build Battery, Buy Charging, Defer Scale · Aletheia Insights