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Sector Thesis·4 min read·Week 22

No-Code AI: Why India's Winners Start Niche, Not Horizontal

India's no-code AI market is crowded at the horizontal layer. Winners will emerge from vertical niches—manufacturing QA, loan origination, supply chain—where domain friction is real and switching costs stick. Scaling happens only after owning 40%+ of a specific workflow.

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: Why India's Winners Start Niche, Not Horizontal · Aletheia Insights