Robotics in India: Stack-Native Beats Wrapper Economics
India's robotics sector splits into two architectures: businesses built on India Stack primitives (APIs, real-time data, identity) versus legacy integrators wrapping foreign tech. Stack-native plays capture 3-5x better unit economics and speed. The arbitrage closes in 36 months.
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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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