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Sector Thesis·4 min read·Week 25

API-First vs Vertical: India's Supply Chain Tech Moat

India's $160B logistics market is choosing between API-first infrastructure platforms and vertical-specific applications. API-first wins on reach but loses on unit economics. Verticals win on defensibility but require distribution scale.

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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#supply-chain-india#vertical-vs-platform#defensibility#india-stack

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API-First vs Vertical: India's Supply Chain Tech Moat · Aletheia Insights