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Sector Thesis·3 min read·Week 26

Why No-Code AI Tools Need Hardware Moats in India

No-code AI tools compete on price in India, not differentiation. Winners will be those embedding hardware—edge devices, inference chips, or data centers. Software alone gets copied in 90 days.

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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#no-code-ai#hardware-software#india-stack#margin-math

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Why No-Code AI Tools Need Hardware Moats in India · Aletheia Insights