Supply Chain Tech: India's Profitability Threshold
Supply chain tech in India is stuck in a classic CAC recovery trap. Profitability demands unit economics of 3-4x CAC payback in 12 months, not venture scale. Three cost lines move first: API infrastructure, last-mile execution, and data licensing.
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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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