Satellite Internet in India: Direct Play or Embedded Bet?
Satellite internet in India faces a distribution choice: build direct consumer brands or embed within telecom platforms. The embedded path mirrors how UPI won—infrastructure plays beat consumer apps. Direct plays require solving the last-mile problem India's telecom duopoly already controls.
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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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