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PODCAST

Daybreak

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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All Episodes

11:59

How India’s call centre industry is being rewritten...

Daybreak ·

2025/10/21

At 2 a.m. in Bangalore, a call-centre agent is resolving flight refunds with a new kind of colleague — one that never sleeps. AI copilots are now embedded across India’s BPM sector, watching every click and keystroke to improve their own efficiency. For firms like Capgemini and Genpact, the real prize isn’t labour anymore — it’s workflow data. Because in the race toward “agentic AI,” whoever owns the data, wins. And India, for all its scaled up manpower, might be training the machines that

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13:29

If AI is really changing everything… where’s the...

Daybreak ·

2025/10/20

Is the AI revolution already running out of steam? Despite years of hype about a world transformed by smart tools and endless innovation, the data tells a quieter story. The growth is flat, the excitement is fading, and there have been fewer breakthroughs than expected. Has AI already peaked or are we just looking in the wrong places? In today's episode, we dive into one of The Ken’s most thought-provoking essays by Praveen Gopala Krishnan, 'What does an AI bubble burst look like?'Tune

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8:21

Shopping at an Indian airport? Almost everything you...

Daybreak ·

2025/10/19

When Dreamfolks Services entered India’s aviation scene, it quietly built the plumbing that made airport lounge access possible. It linked banks, card networks, and travellers to hundreds of lounges nationwide. For years, it stayed out of sight, powering a privilege most flyers never thought twice about.Now, it’s being shown the door.Adani, India’s biggest airport operator, is moving fast to take full control — not just of the runways, but everything that happens beyond security. Lounges,

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35:24

The lazy girl's guide to building quiet wealth

Daybreak ·

2025/10/16

What if the smartest money move you ever make… is doing less?In this episode of Daybreak, host Snigdha Sharma sits down with Megha Jose, CEO of Fortune Wealth Management and founder of Thryve, an investment advisory firm, to explore the idea of “Lazy Girl Investing.” Can women really build wealth without the burnout? And does the real rebellion lie beyond hustle culture?From confronting financial shame to finding your “North Star” and rethinking how you see the stock market, Megha breaks

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11:31

Inside the metal market’s most surprising meltdown

Daybreak ·

2025/10/15

Silver is having a moment, and not in the way you might think.Once hoarded by billionaires, now sought after by AI and clean energy — the world is experiencing a historic silver crunch. Jewellers are refusing orders, mutual funds are freezing ETFs and Diwali shopping just got a lot more expensive.The thing is, silver supply has been trailing demand for years now. And now, the gap is finally showing. What's behind this sudden shift?Tune in.Daybreak is produced from the newsroom of The Ken,

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12:56

The family office is the new family business for...

Daybreak ·

2025/10/14

Across India, many heirs are stepping away from running their inherited businesses to run family offices instead. They see investing as more flexible, more global, and less tied to daily operations.Their parents built factories but they are more interested in managing portfolios.It’s a practical shift but one that’s changing how old wealth works and what it values.What’s driving this change and does India’s next generation of uber-rich business owners still want to build anything at

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11:14

Why only 1 in 10 interns join the PM Internship Scheme

Daybreak ·

2025/10/13

Launched last year with the promise of 10 million internships, the Prime Minister’s Internship Scheme was meant to bridge the gap between young graduates and India’s job market. A year on, the numbers tell a different story. Fewer than 9,000 interns have joined so far, even as top companies like TCS and Reliance came on board. Behind the slow start lie deeper problems — poor funding exacerbating a mismatch between corporate expectations and student realities.Tune in.Daybreak is produced

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10:38

OpenAI wants your kid's homework data

Daybreak ·

2025/10/12

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

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11:01

Ozempic sparked the weight-loss drug trend. Mounjaro...

Daybreak ·

2025/10/09

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

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10:57

After Deloitte's blunder, the Big 4 may learn a new...

Daybreak ·

2025/10/08

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

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12:17

At Fogg deodorant’s owner, KKR’s PE math clashes with...

Daybreak ·

2025/10/07

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,

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11:34

How Dhan, a broking startup, defied a slowing market...

Daybreak ·

2025/10/06

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

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11:14

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

Daybreak ·

2025/10/05

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

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10:26

Phonepe is taking the IPO leap. But can it avoid...

Daybreak ·

2025/10/02

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

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11:58

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

Daybreak ·

2025/10/01

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

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13:28

The billion dollar market Kashmir can't claim

Daybreak ·

2025/09/30

It takes 150 crocus flowers to make just one gram of saffron. For comparison, a spice like cumin, gets you hundreds of kilos per acre whereas saffron yields barely two.Despite getting a prestigious GI tag from the Indian government and even a National Mission dedicated to its revival, Kashmir’s saffron production has plummeted:from 8 tonnes in 2011 to just 2.7 tonnes in 2024.So what’s going wrong? And can India learn something from Iran, which currently dominates 90% of the global saffron

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9:15

How Coke and Pepsi found their sweet spot in 'sugar...

Daybreak ·

2025/09/29

India’s soda shelves have changed almost overnight. Coke and Pepsi now sell zero-sugar versions of their drinks at prices as low as 10 rupees. The move came after Reliance launched Campa Cola with its own budget zero-sugar option. Now, they are taking over in big cities and small towns alike.But what looks like a health trend is really a business strategy. What is really inside those bottles? And what does it mean for consumers? Tune in.Compete in India's first and only case

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19:49

Sriharsha Majety is pressing hard reset on the Swiggy...

Daybreak ·

2025/09/28

Swiggy, once the dominant force in India’s quick-commerce market, is now struggling to keep pace. Since its IPO, Instamart’s share has slipped to about 25%, well behind Blinkit’s commanding over 50%. To engineer a turnaround, CEO Sriharsha Majety is driving sweeping changes at the company—fuelled by a wave of ex-Flipkart hires, including Amitesh Jha as Instamart’s new chief. The shake-up marks a cultural pivot from Swiggy’s meticulous “doc culture” to a harder-edged “move fast, fail fast”

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37:40

Why venture capitalist Archana Jahagirdar believes...

Daybreak ·

2025/09/25

What happens when a woman writes the cheques in venture capital? In India fewer than 5% of VC partners are women and Archana Jahagirdar, founder of Rukam Capital, is part of that rare group. Since 2019, she has backed Sleepy Owl, Burger Singh, Pilgrim and Beco—bets that reveal how India’s middle class eats, shops and aspires. In this episode Archana talks to host Snigdha Sharma about why copying Silicon Valley often fails here, how VCs shape culture, what she looks for in founders, and why

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11:18

How Blinkit came to control more than half of India’s...

Daybreak ·

2025/09/24

Blinkit now controls more than half of India’s quick commerce market, a sector long thought too competitive, too crowded, and too expensive for anyone to dominate.From its ever-expanding network of dark stores that powers its 10-minute deliveries to the recent, bold pivot toward an inventory-led model, Blinkit’s rise is built on a mix of speed, scale, and risk.But rapid expansion also brings higher costs and greater exposure. Has Blinkit created a sustainable advantage, or has it built a

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619 results

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