India Stack Native vs Legacy Wrapper: Logistics Divergence
India's logistics sector is splitting into two paths: companies built on Aadhaar, GSTIN, and real-time APIs versus incumbents bolting on digital layers. Stack-native startups have structural cost and speed edges. Legacy wrappers control assets but face margin compression.
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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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