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Sector Thesis·3 min read·Week 21

Food Tech's Hardware Moat: Why Software Alone Fails in India

Food tech margins compress fast when competitors enter. Hardware integration—cloud kitchens, logistics networks, payment systems—creates defensibility software cannot. The math only works if you own the unit economics.

ByAmit Tyagi·Fitoor Capital
Aletheia Insights · Weekly

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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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#food-tech#unit-economics#hardware-moats#india-startups

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Food Tech's Hardware Moat: Why Software Alone Fails in India · Aletheia Insights