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Sector Thesis·3 min read·Week 22

HealthTech's Real Moat: Hardware Meets India's Cost Floor

Hardware-software bundles in Indian healthtech aren't just bundling—they're creating defensible unit economics. When a ₹15,000 diagnostic device talks only to proprietary software, switching costs become real. Margins work because manufacturing happens in India, not imported.

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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#healthtech#india-stack#unit-economics#hardware-software

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HealthTech's Real Moat: Hardware Meets India's Cost Floor · Aletheia Insights