Quick Commerce's Real Moat: API or Vertical?
Quick commerce in India faces a structural choice: build the delivery rails as API infrastructure, or own the customer through vertical apps. API-first wins on unit economics. Vertical wins on defensibility. The winner takes India's $4B annual grocery market.
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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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