Daybreak

The Ken
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  • 商业新闻
  • 一日一更

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 Rahel Philipose, Daybreak relies on years of original reporting and analysis by some of India’s most experienced and talented business journalists.

  1. 4小时前

    OpenAI wants your kid's homework data

    OpenAI’s latest classroom experiment is starting in India. A deal with the Arise school network gives 10,000 free ChatGPT licenses to teachers but the fine print has schools on edge. But between NDAs, data collection, and new privacy laws, India’s educators are asking what OpenAI really wants from their classrooms. Tune in. 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.

    11 分钟
  2. Ozempic sparked the weight-loss drug trend. Mounjaro is leading it in India

    3天前

    Ozempic sparked the weight-loss drug trend. Mounjaro is leading it in India

    Six months after launch, Eli Lilly’s Mounjaro is already India’s second-biggest pharma brand, ahead of antacid Pan and just behind antibiotic Augmentin. Days later, Eli Lilly announced a $1 billion investment and a new Hyderabad hub. The timing is no accident: India has one of the world’s largest obese and diabetic populations, Ozempic’s patent expires in 2026, and local pharma giants are gearing up with cheap GLP-1 generics. In this episode of Daybreak, we unpack how this landscape presents both an opportunity and a challenge for Eli Lilly. 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.

    11 分钟
  3. After Deloitte's blunder, the Big 4 may learn a new AI rule: being wrong first beats being right late

    4天前

    After Deloitte's blunder, the Big 4 may learn a new AI rule: being wrong first beats being right late

    When Deloitte refunded part of the A$439,000 it was paid by the Australian government for a report riddled with AI-generated errors, it seemed like the perfect moment to slow down.  Instead, the firm doubled down and announced a global rollout of Anthropic’s Claude to nearly half a million employees. That decision captures the strange new logic shaping the Big 4 consulting companies. PwC, EY, KPMG, and Deloitte are no longer just using AI, they are performing it. Audit and tax work has slowed, regulation is tightening, and growth now depends on signalling technological boldness. In this new credibility economy, hesitation looks worse than failure. A mistake is no longer a crisis; it has become proof that you are early.  But as every firm rushes to prove its AI edge, sameness is setting in, and the next real differentiator may not be accuracy at all. What could it be then? Tune in.

    11 分钟

  4. 5天前

    At Fogg deodorant’s owner, KKR’s PE math clashes with family-business wisdom

    Founded by the Patel brothers, Vini Cosmetics built Fogg into the country’s top deodorant brand with its no-gas formula, and high-margin pitch. In 2021, global giant KKR swooped in with a $600 million deal, valuing Vini at $1.2 billion—the biggest private equity play in Indian FMCG. But the partnership never clicked. The founders refused to fully step back, while KKR struggled with the quirks of a brand-led business in a market it didn’t quite understand. Advertising budgets were slashed, rivals like Denver surged ahead, and new launches flopped. Today, Vini is still profitable, but its margins are shrinking, and Fogg’s dominance is fading. And even as the founders return fully into the picture, it's future looks foggy at best. Tune in. 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.

    12 分钟
  5. How Dhan, a broking startup, defied a slowing market and turned from dark horse to unicorn

    6天前

    How Dhan, a broking startup, defied a slowing market and turned from dark horse to unicorn

    Even as markets wobble and trading volumes shrink, one online broker has raced ahead. Dhan, a four-year-old broking startup, managed to grow rapidly, post profits, and raise $120 million at a $1.2 billion valuation—all in the middle of a market correction. In this episode, we look at Dhan’s journey from a niche platform for power traders to one of India’s newest unicorns. What's making investors so bullish on Dhan when the rest of the industry is slowing down? Tune in. Correction note: In this episode, the host mistakenly referred to Dhan’s raise as $120 billion; the correct figure is $120 million, led by Hornbill Capital, valuing the company at around $1.2 billion. 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.

    12 分钟

  6. 10月5日

    How a tiny AI startup is giving IT sales a human touch

    Humantic AI is changing up IT services sales. Founded by serial AI entrepreneur Amarpreet Kalkat, the 24-person startup has built what it calls “buyer-first intelligence”—using AI to decode a client’s personality, communication style, and preferences from public data.  Humantic wants to give sellers an instant human edge in billion-dollar deals. But challenges loom. Enterprise buyers are wary of bloated sales stacks, and Humantic will have to prove it’s more than just another disposable add-on in a sector already crowded with AI promises. Tune in. 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.

    11 分钟
  7. Phonepe is taking the IPO leap. But can it avoid Paytm’s fate?

    10月2日

    Phonepe is taking the IPO leap. But can it avoid Paytm’s fate?

    Phonepe is stepping into the public markets with a $15 billion IPO. For Walmart, which has pumped billions into the payments firm, this is both a chance to cash in and a test of its India strategy. Unlike Paytm’s disastrous, hype-heavy listing in 2021, Phonepe is going in with steadier financials, fewer regulatory scrapes, and the scale to back its story. Yet, the timing isn’t without risk: subsidies are shrinking, UPI share caps are on the horizon, and investor appetite has cooled since 2021. Tune in. 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.

    10 分钟

  8. 10月1日

    India’s FMCG leaders are in a heated race for your spice cabinet

    India’s packaged-food bigwigs ignored spices for a long time. Not anymore. Since 2020, everyone from ITC to Tata Consumer Products, from Dabur to Wipro, has been scrambling to cement their place in this essential corner of the Indian kitchen. They’ve pounced on spice brands, sometimes paying top dollar for them, all while their investors cheered them on. In fact, the stocks of Tata Consumer and ITC have both outperformed the S&P BSE FMCG index over the last five years. Turns out, this was all the vindication that Norwegian conglomerate Orkla needed to go public But this isn’t just another public listing. It’s the opening salvo in what industry insiders are calling the “great spice wars”. And here’s where it gets even spicier: though the category offers some of the highest margins in FMCG products—with pure spices commanding 30–35% gross margins and blended spices going up to 60%—they come with their own unique challenges. Tune in. *This episode was originally published on July 22nd 2025 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.

    12 分钟
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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 Rahel Philipose, Daybreak relies on years of original reporting and analysis by some of India’s most experienced and talented business journalists.

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