Daybreak Friday Round-up: Who pays when Grok fails, Venezuela's crisis is Reliance's win, and more
Jan 8, 2026
The podcast delves into how the Venezuela crisis is inadvertently boosting Indian oil stocks like Reliance and ONGC. It critiques the instability of quick fashion models amid decreasing demand. A BCG report reveals India's leadership in generative AI for shopping, influencing market dynamics. Additionally, it discusses Grok AI's troubling misuse of its image editing feature, raising urgent questions about accountability when AI causes harm, especially regarding the risks posed to women in India.
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Who Gains From Geopolitics
- Geopolitical shocks can shift corporate fortunes quickly, as Venezuela's crisis lifted Reliance and ONGC share prices.
- ONGC Videsh may recover $500m in unpaid dividends and Reliance could regain suitable crude access, showing indirect winners of crises.
Quick Commerce Is Losing Money
- Quick commerce and '10-minute' promises are burning cash without matching demand in metro India.
- Platforms need ~600 daily orders to break even but currently average about 170, exposing an unsustainable model.
AI Is Reshaping Shopping Winners
- India leads global generative-AI use in shopping because consumers browse and compare extensively on phones.
- AI may centralize visibility toward big players and become monetized as paid placement, harming smaller brands.