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.

6 GIỜ TRƯỚC

Diet Coke disappeared from shelves. For many factory workers across India, so did their work

Diet Coke disappeared from Bangalore's shelves, and a teenager's frustrated Reddit post accidentally explained why: the Strait of Hormuz. When the US-Israel war on Iran began in February, fuel shipments slowed. Aluminium furnaces went cold. PET resin prices jumped 75%. At least 25 plants shut completely. In one Odisha industrial belt alone, 700 of 1,500 workers lost their jobs. But the war only made an existing problem worse — India had already tightened import rules on aluminium cans, leaving beverage companies dangerously dependent on West Asian buffer stock. The shortage was always coming. The war just decided that it was now. 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 phút
1 NGÀY TRƯỚC

Rihanna said she'd never be a sellout. Then Reliance bought Sephora India

Last week, Rihanna was all over our social media feeds as she flew to Mumbai for the official India launch of Fenty Beauty. Now it is exclusively available through Reliance Retail's beauty company, Tira. This was the popstar's second visit to India in two years; the first being a private performance at Anant Ambani's pre-wedding celebrations in 2024, her first paid show in eight years. For a woman who built her entire brand on never showing up on anyone else's terms, there's something worth examining here. Fenty is valued at nearly $3 billion and India's premium beauty market is heading towards $4 billion by 2035. But the real story starts in November 2023, when Reliance spent ₹99 crore acquiring Sephora India. In this episode, host Snigdha Sharma examines if any of this was really Rihanna's choice. 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.

14 phút
2 NGÀY TRƯỚC

IBM, Infosys, and Wipro entered Kochi. Only one emerged unscathed

At Kochi's Infopark, two models of the IT industry sit 500 metres apart. Infosys and Wipro: sprawling campuses, thousands of engineers, margins built on scale. IBM: a smaller hub, senior-heavy teams, focused on enterprise AI. Same city, completely different bets on the future. India's IT giants are expanding into tier-2 cities because they're cheaper. But AI is quietly making the old logic — hire more, deliver at scale — look like the wrong answer. Infosys and Wipro's stocks have nearly halved since 2021. IBM's has doubled. So what does Kochi reveal about where Indian IT is actually headed? 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 phút
5 NGÀY TRƯỚC

A European royal family walked into India’s startup boom with a billion dollars…

Lightrock arrived in India with nearly a billion dollars and royal backing — the Liechtenstein dynasty's centuries-old fortune funding bets on around 40 growth-stage startups. The firm moved fast, doubled down on existing investments more aggressively than most peers, and scaled hard during the zero-interest-rate boom. Then the cycle turned. Its portfolio — Waycool, Pharmeasy, Dunzo — ran into trouble. New cheques dried up. Lightrock shifted from investor to caretaker, managing what it had rather than building what came next. A royal wager on Indian tech, still waiting for a payoff. 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 phút
6 NGÀY TRƯỚC

The future of telecalling in India is automated. And complicated

You pick up an unknown number. A bubbly voice starts selling you a credit card. You hang up in seconds. Except now, that voice may not be human. AI voice agents are already live across banks, e-commerce and healthcare platforms in India, with startups in the space raising over Rs 280 crore. But behind that perfectly polite pitch is a more complex rollout — from pilots and script tuning to adapting across languages and dialects. So, what’s driving this sudden funding spree, and how are companies actually deploying these AI callers in India? 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.

23 phút
22 THG 4

AI is writing more code in India. Fewer eyes are checking it

A study gave 16 experienced developers the best AI coding tools available. They predicted they'd be 24% faster. They felt 20% faster. They were actually 19% slower — and still didn't believe it when told. That gap between belief and reality is now being deployed at enterprise scale. TCS, Infosys, Wipro, and Cognizant have committed to over 50,000 AI coding licences each. Bugs per developer are up 50%. Code is reaching production without any human review. And the senior engineers who could catch the mistakes are buried too deep in the flood to look up. Is India's IT sector selling a productivity story it hasn't actually earned yet? Tune in. *With inputs from Mrunmayee Kulkarni. Read her piece here: Engineers gag as Amazon, TCS, and Cognizant ram ‘mandatory AI’ into everyday work Read the NYT article: The Big Bang: A.I. Has Created a Code Overload Read Luciano Nooijen's blog post: Why I stopped using AI code editors 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.

19 phút
20 THG 4

Reliance's broken promise is India's energy crisis

Seventeen years ago, Reliance Industries made a promise that was supposed to change India's energy future. It didn't. Today, with a war raging in the Middle East, the Strait of Hormuz mostly closed, and Qatar — India's single largest gas supplier — unable to guarantee supplies, that broken promise has become a full-blown crisis. India finds itself caught between Trump, Tehran, and its own structural failures. The IEA calls it the worst energy crisis in history. For India, it may be the moment that finally forces a reckoning. 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.

14 phút
19 THG 4

Your missed SIP could be making banks tens of crores every month

When your SIP bounces, your bank charges you Rs 500. The mutual fund that missed the investment? Charges you nothing. That gap is not an accident. In this piece, The Ken's Mutasim Khan traces how India's banks have quietly turned missed SIP debits into a revenue line — one that costs them roughly Rs 25 to process, and nets them hundreds of crores a month. The people paying most are first-time investors in smaller cities, often unaware the charge even happened. This is a read aloud of Mutasim's original story, by Snigdha Sharma, on Daybreak. 📖 Read the full story on The Ken: Your missed SIP could be making banks tens of crores every month

17 phút

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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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CÔNG NGHỆ
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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KINH DOANH
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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KHỞI NGHIỆP
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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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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Very well done

08/04/2024

Nik738484

High quality and much needed journalism in India. Thanks!

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.