Quantum Hardware + Software: India's Defensibility Play
Quantum computing's defensibility in India won't come from hardware alone. The margin moat forms when hardware vendors control the software stack—like how Android became more valuable than the phones themselves. India's cost structure gives this a unique window.
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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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