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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

14:33

AI probably can't do your job yet. But it might get...

Daybreak ·

2026/02/04

Amazon fired 16,000 workers last month. Oracle is set to cut up to 30,000 more.Tech layoffs have increasingly been attributed to AI. But Oxford Economics found something strange: there's no macroeconomic data showing AI is actually replacing jobs or boosting productivity. In fact, output per worker is slowing, not accelerating.So what's really happening?Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive,

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12:11

India wants to teach natural farming in a system...

Daybreak ·

2026/02/02

In December, India’s top agricultural research body sent a letter to 74 universities with a clear message: natural farming is now a subject of national importance. Campuses are responding fast, planning new courses to train students for a sector under pressure. Export markets want cleaner food because consumers are paying closer attention to what they eat. In response, agri-input companies are adjusting their products.But Indian agriculture still runs largely on chemical inputs. Farmers

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12:38

India’s AI still doesn’t speak India. Can it?

Daybreak ·

2026/02/02

ChatGPT butchers Punjabi with spelling errors and Bollywood-style Hindi bleeding through. Hindi bots trained on newspapers miss dialects like Awadhi and Bhojpuri entirely, while Tamil AI ignores the rich variations between Kongu and Madurai speech.Sure, Gurugram collected ₹200 crore in taxes using Hindi AI calls, but that's because Hindi dominates datasets. Most other languages remain stuck in translation hell. Private companies optimize for speed over nuance, government corpora like

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32:21

Is banning social media for children a cure or a...

Daybreak ·

2026/01/29

This week, Goa said it is actively considering a ban on social media for children under 16, inspired by Australia’s new law. Andhra Pradesh has also set up a panel to examine whether similar restrictions could work there. The push reflects rising anxiety around teen mental health, cyberbullying, and exposure to harmful online content. Supporters argue platforms are unsafe by design and impossible to regulate through guardrails alone. Critics question whether bans can keep up with technology

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10:50

The "mother of all trade deals" promises cheaper...

Daybreak ·

2026/01/28

This week, India and the European Union signed a sweeping trade deal that cuts or removes tariffs on over 90% of goods traded between them. The headlines quickly focused on what might get cheaper, from wine and cheese to cars and chocolates. But trade deals do not change prices overnight. Tariff cuts roll out over time and work their way through importers, distributors, taxes, and markets before they ever reach consumers. In this episode, we look at what past trade deals show about

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14:47

Why Gita Gopinath says pollution hurts more than tariffs

Daybreak ·

2026/01/28

Every winter, Delhi chokes. Masks become mandatory, air purifiers work overtime, and life somehow goes on. But beyond the health crisis lies an economic catastrophe most people ignore—until now.Gita Gopinath's recent warning at Davos sparked controversy, but the numbers don't lie: pollution is costing India 1.67 million lives and nearly 3% of GDP annually. Meanwhile, China turned its pollution crisis around in just a few years with ruthless accountability.India has the knowledge and

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12:16

India’s data law is giving rise to a new consent...

Daybreak ·

2026/01/26

India’s new data protection law is reshaping how companies talk to customers on WhatsApp. Messages that once felt routine now carry legal weight and are tied to consent, security, and user rights. Since the Digital Personal Data Protection Act became operational, businesses have begun reworking how they collect and manage personal data. That shift has created a fast-growing market for compliance tools, drawing startups and established firms into the same space. As companies rush to avoid

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9:59

The rivalry between hospitals and insurers will...

Daybreak ·

2026/01/25

When your insurance card suddenly stops working, it is not just a glitch. It is the symptom of a deeper crisis in Indian healthcare.Hospitals say insurers have failed to update reimbursement rates despite medical inflation. Insurers say hospitals are inflating bills and resisting standardization.Millions of policyholders are caught between them, forced to pay out of pocket for care they thought was covered.How did India’s healthcare system end up in this deadlock. And who really decides

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14:17

Your E-Bus Will Be Fixed. Eventually. Probably.

Daybreak ·

2026/01/23

When a public electric bus breaks down in India, three agencies get notified. None of them can actually fix it. The buses don't belong to the cities that run them. The contracts sit with central agencies. The warranties belong to manufacturers. When a four-year-old bus stalls because its battery management system glitched, the city logs a complaint, calculates a fine for the manufacturers, and takes the bus off the route. Commuters are left slim pickings. And India's about to deploy

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12:44

Why India’s data centre boom is heading for water...

Daybreak ·

2026/01/22

India is building data centres at unprecedented speed to support cloud services, AI, and digital growth. At the same time, cities across the country are struggling with water shortages and repeated contamination of drinking-water supplies. A new United Nations report describes this condition as water bankruptcy. It is the stage where water systems continue to function, but only by drawing down reserves that cannot recover fast enough.In this episode, host Snigdha Sharma looks at how India’s

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12:15

Sam Altman said ads were a "last resort." Welcome to...

Daybreak ·

2026/01/21

Sam Altman called ads a "last resort" in late 2024. That day has arrived. OpenAI just announced ChatGPT is running ads—personalised ones based on your conversations. The company spent $8 billion in 2025 alone with zero profit, and an essay predicted they'll burn through cash by 2027. Meanwhile, Google's Gemini is betting on staying ad-free, preserving user trust while ChatGPT strains it. We break down the enshittification playbook, why OpenAI's "code red" memo signals desperation, and

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11:47

Make in India pushed electronics to deliver volume....

Daybreak ·

2026/01/19

India has become one of the world’s largest electronics manufacturers, powered by scale, assembly lines, and global contracts. But much of the design, components, and technology still sit elsewhere. In this episode, we look at why the government is now backing electronics components, what India’s EMS firms built first, and what they postponed. As India pushes deeper into the supply chain, the question shifts from volume to ownership. What does it take to move from assembling electronics to

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14:02

Gandhinagar vs Delaware: Are India's next 1,000...

Daybreak ·

2026/01/18

For over a decade, Indian startups have chosen to be incorporated in Delaware and Singapore when raising venture capital. Now India wants to change that with Gift City—a financial enclave designed to compete globally. But can it? We explore why founders still choose Delaware's speed and legal certainty, what Gift City offers to funds but not startups, and the structural gaps that need fixing.Tune in.Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business

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23:32

AI is learning healthcare from a broken system

Daybreak ·

2026/01/15

AI is learning healthcare from systems that are stretched and uneven. In this episode, hosts Snigdha Sharma and Rachel Varghese discuss what tools like ChatGPT Health and Claude for Healthcare could mean in India. We talk about how people already use AI to understand symptoms and reports, how hospitals deal with data and paperwork, and how bias and privacy shape these tools. Tune in.Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform

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9:12

How Reliance's price war made Pepsi and Coke love...

Daybreak ·

2026/01/14

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.Daybreak is produced from the newsroom of The Ken,

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13:23

Meta has a illegal gambling ads problem. It doesn't...

Daybreak ·

2026/01/14

Four months after India's nationwide ban on online gambling ads, Meta platforms were still running them—140 in December alone. A Reuters investigation into leaked internal documents reveals this isn't an oversight. Meta made specific calculations about how much enforcement it could afford, and governments worldwide are hitting the same wall. From Malaysia to the Philippines, removal requests pile up while the ads keep running. What happens when a platform decides compliance is

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17:46

Where to invest Rs 1 lakh, Rs 10 lakh, Rs 1 crore

Daybreak ·

2026/01/12

Investing extra money can be confusing, no matter how big or small the amount. What works for someone with Rs 1 crore is very different from what suits someone with Rs 1 lakh or Rs 10 lakh. Experts say everyone should first take care of basic needs before investing.There are many simple, logical, and even unconventional ways to invest. Tune in.Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive,

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12:43

Only 30% invested from a Rs 10,000 cr startup fund....

Daybreak ·

2026/01/11

India's Fund of Funds for Startups 1.0 is winding down this March—but it's falling short of its goals. Of the ₹10,000 crore mandate, only ₹6,500 crore has been disbursed, and just ₹3,200 crore has actually reached startups. Meanwhile, FFS 2.0 remains stuck in limbo with no guidelines released yet. Despite catalyzing India's startup boom—from 3,000 startups in 2016 to over 200,000 today—the program faces criticism over cheap terms for fund managers, delays, and transparency issues. As the

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17:41

Friday Round-up: Who pays when Grok fails, ...

Daybreak ·

2026/01/08

In this episode we fill you in on four standout stories from the past week.First, a quick look at how the Venezuela crisis is benefiting Reliance and ONGC;Next, why the quick fashion promise stands on shaky ground;Third, how AI has been filling up Indian shopping carts; And finally, why the discourse about Grok AI is starting to sound a little lopsided. Tune in.Read The Ken's story on quick fashion here.Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only

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11:38

The case against 10-minute delivery

Daybreak ·

2026/01/07

10-minute delivery has quickly gone from novelty to expectation.In this episode, through conversations with delivery workers and the gig workers’ union leader, host Snigdha Sharma argues how the 10-minute delivery model intensifies existing problems in gig work.Is it is a promise we really need to be kept for us? 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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