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Sector Thesis·4 min read·Week 25

Food Tech: India Stack Native vs Legacy Wrapper

Name: AletheiaAI
Author: Amit Tyagi

Food tech in India splits into two categories: businesses built on India Stack primitives (UPI, Aadhaar, APIs) versus those wrapping legacy supply chains. Native businesses scale faster. Legacy wrappers face structural unit economics problems.

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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#india-stack#food-tech#unit-economics#sector-thesis

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