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Sector Thesis·3 min read·Week 25

Robotics in India: Vertical Wins Over Horizontal

Horizontal robotics platforms (ABB, KUKA) built for wealthy markets fail in India. Vertical plays—robots built for specific industries like textiles or logistics—win because they solve cost, skill, and regulatory constraints. The India Stack timing favors specialists, not generalists.

ByAmit Tyagi·Fitoor Capital
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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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#robotics#manufacturing#india-stack#unit-economics

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Robotics in India: Vertical Wins Over Horizontal · Aletheia Insights