Hardware + Software: The Real Moat in Indian Logistics
Indian logistics startups are building defensibility through integrated hardware-software stacks, not software alone. The unit economics work only when you own the asset layer. This thesis is 2-3 years from maturity.
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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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