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Sector Thesis·3 min read·Week 22

Smart Cities Need Platform Aggregators. Demand Side First.

India's 100+ smart city projects generate fragmented demand across water, waste, and traffic. A platform aggregator that captures municipal procurement first—not sensor supply—wins the market. Demand-side moats are stronger than technology in this sector.

ByAmit Tyagi·Fitoor Capital
Aletheia Insights · Weekly

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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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#smart-cities#platform-aggregators#municipal-procurement#India-Stack

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Smart Cities Need Platform Aggregators. Demand Side First. · Aletheia Insights