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Sector Thesis·4 min read·Week 23

Live Commerce's Regulatory Moat Will Crack in 18 Months

Live commerce in India operates in a regulatory grey zone that creates unfair advantages for early players. These gaps are closing faster than most founders realize. The window to build defensible unit economics before rules arrive is narrower than the hype suggests.

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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#live-commerce#regulatory-arbitrage#india-startups#compliance

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Live Commerce's Regulatory Moat Will Crack in 18 Months · Aletheia Insights