Social Commerce in India: Marketplace Moat vs SaaS Fragility
Social commerce in India is bifurcating into two models: asset-heavy marketplaces and asset-light SaaS platforms. Marketplaces are winning because they own seller lock-in and customer data simultaneously. SaaS players face a structural disadvantage: their best clients become their competitors.
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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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