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Sector Thesis·4 min read·Week 24

Gaming's Infrastructure Trap: Why APIs Lose in India

API-first gaming infrastructure sounds efficient. It loses in India. Vertical integration—payment, content, discovery, retention—creates sustainable moats that API players cannot defend against unit economics and churn.

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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#gaming#infrastructure#vertical-integration#india-startups

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Gaming's Infrastructure Trap: Why APIs Lose in India · Aletheia Insights