Live Commerce Moat: API Infrastructure Beats Vertical Apps
Live commerce in India will be won by infrastructure, not apps. API-first platforms create defensible moats through network effects and switching costs. Vertical players will consolidate into infrastructure layers.
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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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