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Sector Thesis·4 min read·Week 26

Synthetic Biology's Liquidity Problem in India

Synthetic biology in India faces a classic two-sided market problem: biotech firms need cheap engineered DNA, but DNA synthesis shops need volume to survive. The network effect breaks at scale—not adoption. We need to solve the supply side first.

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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#synthetic-biology#network-effects#biotech-india#supply-side-economics

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Synthetic Biology's Liquidity Problem in India · Aletheia Insights