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Sector Thesis·3 min read·Week 21

Medical Devices in India: Marketplace Loses to SaaS

Marketplaces for medical devices in India face commoditization and thin margins. SaaS models connecting devices to diagnostics create defensible moats. The India Stack enables the latter, not the former.

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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#medical-devices#saas-vs-marketplace#india-stack#diagnostics

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Medical Devices in India: Marketplace Loses to SaaS · Aletheia Insights