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Sector Thesis·4 min read·Week 26

India Stack Natives Beat Media Wrappers. Here's Why.

India's media boom is splitting into two businesses: India Stack natives building distribution-first models, and legacy wrappers slapping UPI onto old content plays. Natives win because they own the payment layer. Wrappers lose because they're competing on content, not infrastructure.

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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India Stack Natives Beat Media Wrappers. Here's Why. · Aletheia Insights