Why SaaS Beats Marketplaces in Indian Mobility
Marketplaces in Indian mobility compete on driver supply and pricing power. SaaS plays control operator costs and unlock network effects at unit level. Data shows SaaS margins compress slower than marketplace unit economics.
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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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