Quantum Computing in India: Niche Moat Before Horizontal Play
India's quantum ecosystem is 4-5 years behind the US and China. Winners will own specific verticals first—pharma simulation, cryptography, materials science—then scale horizontally. Broad horizontal plays fail; niche dominance funds the transition.
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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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