Live Commerce: Niche Moats Beat Horizontal Sprawl
Live commerce in India is fragmenting into verticalized winners, not platforms. Niche dominance in fashion, jewelry, or beauty builds defensibility. Horizontal scaling kills the edge that makes live commerce work.
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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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