Daybreak

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Business news is complex and overwhelming. It doesn’t have to be. Every day of the week, from Monday to Friday, Daybreak tells one business story that’s significant, simple and powerful. Hosted from The Ken’s newsroom by Snigdha Sharma and Rachel Varghese, Daybreak relies on years of original reporting and analysis by some of India’s most experienced and talented business journalists.

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India's elite schools are getting pickleball courts. Their teachers are getting pay cuts

Private equity has been buying up some of India's most prestigious schools. The pitch: better governance, professional management, and much-needed capital for a struggling sector. But inside some of these acquisitions, something else is happening. Teacher training budgets are shrinking. Salaries are stagnating. And in at least one case, a school is paying 65% of its revenue in rent — to a landlord owned by the same firm that owns the school. Some investors have made it work. Others have changed something harder to measure.In this episode, hosts Snigdha Sharma and Rachel Varghese speak to The Ken reporters Valli Vikram and Mutasim Khan about how private-equity firms squeeze money out of schools and what that does to them. Read the stories here:Private equity’s priority for Indian schools: pickleball courts over teacher training by Valli VikramThe private-equity handbook for turning non-profit schools into cash cows by Mutasim Khan If you have any thoughts on this episode write to us at podcasts@the-ken.com with Daybreak in the subject line. You can also leave us a comment on our website or the YouTube channel here. Disclosure: Reporter Valli Vikram comes from a family that previously owned a school acquired partially by International Schools Partnership (ISP) Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

31 min
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India's rewriting its GDP. Its 'fastest-growing' title may not survive the edit

This week, on Tuesday, India announced a sweeping overhaul of how it calculates GDP, fixing a measurement system the IMF had flagged as outdated just last November. It includes a new base year, better price data, and a wider net to count the informal economy. The number seems to be getting closer to reality. But that raises a harder question. For a country that has built its global identity around being the world's fastest growing major economy, what happens when the arithmetic changes? And does any of it actually reach 1.4 billion people? Host Snigdha Sharma explores. Tune in. If you have any thoughts on this episode write to us at podcasts@the-ken.com with Daybreak in the subject line. You can also leave us a comment on our website or the YouTube channel here. Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

13 min
FA 1 DIA

AI wearables may be inevitable, but Gen Z’s consent isn’t

The next frontier of AI isn't in your phone. It's supposed to be around your neck, on your face, in your ear and out in the world with you. Tech companies have spent billions on that pitch. The generation they were counting on to buy it coined the term "hammerbait" instead. Today: the wearable AI moment, what it gets wrong, and the one version of this technology that might actually be worth wanting. Tune in. Read Song's review of Friend here. I didn't start reading a tech review expecting a truly heartwarming take on real friendships, but it works. Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

18 min
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China is the new US. How to make the most of it as an investor

China’s stock market has delivered strong returns over the past year and a half. It has outperformed the US, which has long been the preferred global market for Indian investors. Even now, Chinese valuations appear relatively reasonable. But Indian investors face limited access. Only two mutual fund schemes currently accept fresh investments in Chinese stocks. Even if more options open up, experts advise restraint. The rally is tempting but experts warn investors from getting carried away. Tune in. Got a tip? If you have a lead for a great story that The Ken can pursue, please send it to tips@the-ken.com or share it through this form. To find out more about how to do this securely, read our blog post about sharing tips with The Ken. Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

16 min
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Hosur powered India’s EV boom. So why are companies heading to Sambhajinagar?

Hosur built India's EV industry. Now it's running out of room — and a city many haven't heard of (mainly because it used to be Aurangabad) is quietly filling the gap. Sambhajinagar doesn't have Silicon Valley-style VC money or flashy government announcements. But what it does have is something harder to manufacture: a generational automotive ecosystem of factory owners, built over decades, now scaling up for an electric future. Toyota noticed. And Ather. And JSW. This is the story of how a small city in Maharashtra became the surprising centre of India's next industrial bet. If you have any thoughts on this episode write to us at podcasts@the-ken.com with Daybreak in the subject line. You can also leave us a comment on our website or the YouTube channel here. Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

15 min
19 DE FEBR.

Friday Roundup: India bets big on AI, and America puts big tech on trial

India hosted the world's biggest AI summit this week — 100+ nations, $200 billion in commitments, and enough billionaire handshakes to fill a highlight reel. But beneath the spectacle lies a sharper question: when will it be India’s turn to build AI, instead of just buying into it? Snigdha breaks down the gap between infrastructure ambition and intelligence sovereignty. In other news, Mark Zuckerberg walked into a US courtroom as Meta, YouTube, TikTok and Snapchat face a landmark trial. The allegation? That teen addiction wasn't an unfortunate byproduct of the way social media works — it was built into the product. Rachel explains why this case could change everything. If you have any thoughts on this episode write to us at podcasts@the-ken.com with Daybreak in the subject line. You can also leave us a comment on our website or the YouTube channel here. Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

14 min
18 DE FEBR.

Does big tech want you to 'put your brain in a jar'?

Big Tech is preparing to spend $650 billion on AI infrastructure this year, a figure that rivals national economies. The focus is agentic AI, systems designed not just to generate answers but to execute tasks independently. The vision is software that can read your messages, access your calendar, contact your friends, move money and complete transactions without step by step supervision. In effect, technology that can act in the world on your behalf. To function, these systems require sweeping access to personal and corporate data. Critics warn this amounts to asking users to “put your brain in a jar.” What exactly is being built and who bears the risk? If you have any thoughts on this episode write to us at podcasts@the-ken.com with Daybreak in the subject line. You can also leave us a comment on our website or the YouTube channel here. Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

14 min
18 DE FEBR.

The big AI players want India's data. But data sovereignty is a no go

Anthropic just set up in Bangalore, announcing partnerships across health, education, and government. The "ethical AI" company is positioning itself as the responsible alternative to OpenAI. But the Wall Street Journal revealed the US military used Claude to help capture Venezuela's former president—violating Anthropic's own guidelines prohibiting violence and surveillance. Now the US government wants Anthropic to drop those restrictions entirely. The company is caught between its founding principles and its home government's demands, which brings up questions about data sovereignty into focus. Host Rachel Varghese digs in. *The host mistakenly says NCPI instead of NPCI Listen to my episode on Claude Cowork and the "SaaSpocalypse" here. Listen to Snigdha's episode on why ChatGPT is cheapest in India here. If you have any thoughts on this episode write to us at podcasts@the-ken.com with Daybreak in the subject line. You can also leave us a comment on our website or the YouTube channel here. Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

16 min

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The audio edition of The Ken’s Make India Competitive Again newsletter, spearheaded by Seetharaman G. Every Wednesday, our editors and reporters read the latest edition and chronicle what India is doing, will do, and should do—to not just survive but thrive in the chaos unleashed by Donald Trump.

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NOTÍCIES EMPRESARIALS
The Two by Two podcast is a premium business podcast from The Ken that investigates, discusses and breaks down the most important business stories around you. Hosted from The Ken's newsroom by business journalists Rohin Dharmakumar and Praveen Gopal Krishnan, Two by Two will feature guests and experts from across the industry and academia to talk about issues no one else is talking about.

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NEGOCIS
First Principles is a weekly interview podcast comprising authentic, candid, and insightful conversations between some of India’s most accomplished founders and business leaders, and Rohin Dharmakumar, The Ken’s CEO & co-founder. From personal philosophies, mental models and decision making frameworks, to reading habits, parenting styles or personal interests, each episode will delve into what makes each of these leaders unique.

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EMPRENEDORIA
You’ll spend 90,000 hours at work in your lifetime. How do you make that time count? 90,000 Hours is a weekly podcast from the newsroom of The Ken that helps you navigate today’s changing world of work, where the traditional 40-year career is gone, entry-level jobs are being replaced by artificial intelligence, and staying relevant means constantly reinventing yourself. Hosted by Rahel Philipose and Vidhatri Rao, the show features conversations with the people creating, breaking, and rewriting the way we work.

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PROFESSIONS
Join Brady Ng, Praveen Gopal Krishnan, and Rohin Dharmakumar of The Ken as they discuss the big ideas in artificial intelligence. You’ll get the macro view, explore their experiments in practical applications, go deeper than the news coverage you’ve seen, and hear about the implications of the latest developments. Nothing is off the table.

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Snigdha Sharma

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Rahel Philipose

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Business news is complex and overwhelming. It doesn’t have to be. Every day of the week, from Monday to Friday, Daybreak tells one business story that’s significant, simple and powerful. Hosted from The Ken’s newsroom by Snigdha Sharma and Rachel Varghese, Daybreak relies on years of original reporting and analysis by some of India’s most experienced and talented business journalists.