Robotics in India: API Infrastructure Beats Vertical Moats
Vertical robotics companies in India face unit economics collapse at scale. API-first infrastructure—motion control, vision, coordination layers—creates defensible moats. India's fragmented factory floor mirrors UPI's problem: solved by rails, not apps.
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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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