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Daybreak

Latest episodes

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Jul 7, 2025 • 12min

Whitehat Jr taught Karan Bajaj a few lessons. Now he’s testing them on cancer

Karan Bajaj returns to the startup scene with Complement 1, a healthtech solution for cancer patients inspired by his mother's battle with the disease. The app offers personalized coaching, but launching in the competitive US market presents significant challenges. Bajaj explores the complexities of healthcare entrepreneurship, focusing on ethical marketing and sustaining a viable business model. As he navigates the differences from edtech, the conversation highlights the need for effective leadership in this sensitive sector.
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6 snips
Jul 6, 2025 • 11min

Does Reliance really know what it wants from e-commerce?

Dive into the chaotic world of Ajio, where rapid changes and internal turmoil are the norm. Discover the challenges faced by Reliance Retail's fashion platform, including leadership shake-ups and mass layoffs. Learn how attempts to shift strategy towards premium brands led to declining customer interest. Former employees reveal the struggle for identity amidst intense competition, all under the pressure of maintaining profitability. It's a gripping tale of adaptation and survival in the fast-paced e-commerce landscape.
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6 snips
Jul 3, 2025 • 13min

The Centre cleared the road for bike taxis. Karnataka still won’t hit the gas

Bangalore commuters are feeling the pinch from a ban on bike taxis that has caused chaos since mid-June. Gig workers are protesting, seeking regulation instead of outright prohibition, as auto fares skyrocket. The contrasting strictness of Karnataka's policies against those of other states raises eyebrows. New guidelines from the Ministry of Road Transport aim to address cleanliness and safety, yet resistance remains strong. This ongoing debate underscores the urgent need for a balanced transportation solution.
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5 snips
Jul 3, 2025 • 11min

Inside India's rare earth magnet emergency and how EV makers are coping

Explore the crucial role of rare-earth magnets in electric vehicles and the supply chain chaos stemming from China's export restrictions. Indian manufacturers face mounting challenges as production cuts loom and bureaucratic hurdles complicate imports. Discover how companies like Maruti Suzuki and Mahindra are responding to this crisis with innovative strategies and workarounds. Delve into the geopolitical implications of rare-earth dependency and the future of the EV industry in India as it navigates these tumultuous waters.
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5 snips
Jul 1, 2025 • 9min

Reliance Trends, Pantaloons, and the shopping spree that never came

Retail giants in India thought a post-pandemic boom was on the horizon, but reality struck hard. Reliance and Aditya Birla faced unexpected challenges, leading to store closures and job losses. As they scramble to survive, the podcast uncovers the setbacks that triggered a rethink of growth strategies. Listeners learn about the evolving retail landscape, where companies are adopting new tactics like optimizing locations and appealing to budget-savvy shoppers. The future of shopping in India is at a critical crossroads.
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10 snips
Jul 1, 2025 • 15min

Why Sebi-registered advisors are now an endangered species

Archisma Ayar, a colleague at The Ken, dives into the complex world of registered investment advisors (RIAs) in India. She highlights the alarming decline of RIAs, with a staggering ratio of one advisor for over 200,000 investors. Ayar discusses SEBI's regulatory impacts, which have hindered advisor numbers while fintech solutions like ET Money emerge to fill the gap. The conversation also touches on the evolving landscape of investor behavior and the challenges faced by retail investors in accessing affordable and effective advisory services.
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7 snips
Jun 30, 2025 • 14min

How Croma became the victim of Tata Digital's endless quest for relevance

Croma finds itself at a crossroads under Tata Digital's oversight. Despite being a revenue powerhouse, it’s become the testing ground for constant strategic shifts. The transfer of its marketing team and the resulting identity crisis have contributed to significant losses. However, with a customer base of 20 million, there's untapped potential for growth. The challenge remains: how to leverage this valuable asset amidst ongoing confusion and competition.
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9 snips
Jun 26, 2025 • 12min

Bata's premium problem in a Prada-priced world

The podcast explores the journey of Kolhapuri chappals from humble Indian roots to being flaunted on runways by luxury brands like Prada. It dives into Bata's struggles as it tries to shift its image from a middle-class staple to a premium offering, facing fierce competition. The discussion also highlights cultural appropriation, questioning how authentic heritage can transition into high-priced fashion. Listeners are prompted to reflect on the value of local craftsmanship versus the allure of foreign labels in today’s consumer landscape.
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10 snips
Jun 26, 2025 • 13min

The humble category manager is now a quick-commerce overlord

Category managers are transforming from routine roles to key players in quick commerce, controlling product visibility in dark stores. With only 150 slots to fill and over 30,000 requests each month, brands are pulling out all the stops to win their favor. These managers are now demanding brands enhance their investments in advertising to remain competitive in this bustling market. Delve into the power dynamics and challenges they face as they navigate this evolving landscape, making decisions that could make or break a brand's success.
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8 snips
Jun 24, 2025 • 10min

Pune-based Loop Health’s big bet — insurance that keeps you out of hospitals

Discover the innovative approach of a Pune-based startup focused on health assurance rather than traditional insurance. This new model emphasizes prevention, aiming to keep people healthy and reduce costs. Explore the rapid growth this company has experienced as it positions itself as a corporate broker while overcoming skepticism in the industry. With dreams of expanding beyond being a middleman, they face challenges from regulatory hurdles. Tune in for insights into the future of healthcare in India!

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