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Sector Thesis·4 min read·Week 24

Short Video D2C vs Channels: India's Infrastructure Reality

D2C short video in India faces real infrastructure constraints that make channel distribution the faster path to scale. Cost per user acquisition, CDN expenses, and payment friction create a structural advantage for aggregators over direct distribution today.

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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#short-video#india-startups#creator-economy#distribution-strategy

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