

Daybreak
The Ken
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.
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.
Episodes
Mentioned books

Dec 9, 2025 • 12min
India’s innovation engine works. About 5% of the time
Explore the ambitious yet sobering reality of India's Atal Incubation Centres, which promised to nurture startups but fell short, with less than 5% securing external capital. Hear a founder's frustrations over funding and the lack of essential support from these centres. Delve into the troubling absence of metrics and audits revealing a disconnect between intent and outcomes. Examine examples of both success and failure within the ecosystem, raising questions about the true effectiveness of government investments and support for innovation.

15 snips
Dec 8, 2025 • 10min
Free cricket was Jio’s big play. It’s also why the maths stopped mathing
Explore how Jio transformed cricket viewing in India by offering free streaming, challenging the subscription model. Learn about the shift to an ad-heavy revenue approach and the impact of declining ad spending from online gaming platforms. The episode dives into Jio's mounting losses and its decision to exit a lucrative contract, showcasing the volatile nature of live sports viewership and the structural changes in rights economics. Discover how viewer expectations have evolved and what this means for the future of cricket broadcasting.

18 snips
Dec 7, 2025 • 14min
How TISS became IIM-lite
A transformation at TISS has stirred up the academic landscape. Manoj Tiwari’s overhaul favors management studies over social sciences, leading to significant curriculum changes and hiring from business schools. The switch to entrance exams like CAT reshapes the student demographic, favoring quantitative skills. This shift reflects broader trends in higher education, where arts and humanities suffer. The emphasis on self-sufficiency and market demands raises concerns about the future of critical thinking and public discourse.

20 snips
Dec 4, 2025 • 13min
The stress test that IndiGo failed
IndiGo faced a chaotic week as hundreds of flights were cancelled, stranding thousands of passengers. The introduction of new pilot rest rules revealed cracks in the airline's tight operational model. Stricter regulations led to a critical shortage of available pilots, exacerbated by seasonal demand and weather issues. With over 1,200 cancellations, the repercussions extended beyond inconvenienced travelers, impacting the airline’s reputation and stock price. The discussion raises crucial concerns about the sustainability of rapid growth in India's aviation sector.

Dec 3, 2025 • 11min
How Physicswallah avoided the typical startup conveyor belt
Physicswallah's journey is a case study in frugality, having thrived on minimal funding while preserving founder ownership. As it shifts from a lean startup to aggressive scaling, the company faces the challenges of substantial growth and operational changes. The increasing ad spend and a spree of acquisitions raise questions about integration risks. Meanwhile, the founder's strong personal brand fuels loyalty but could also pose a risk. How will the company navigate this transition, balancing rapid expansion with its original ethos?

Dec 3, 2025 • 12min
The Government wants to be on your phone. It's not asking nicely
India's government has mandated that all smartphones come with the Sanchar Saathi app, which tracks lost devices but also demands extensive permissions. Privacy advocates raise alarms about potential misuse, comparing this directive to those in Russia and China. Apple refuses to comply, raising concerns about user privacy. The secretive nature of the mandate and the lack of industry consultation spark public backlash. Tune in for insights on government surveillance and the implications for personal data security.

10 snips
Dec 1, 2025 • 12min
Zepto isn't just faster anymore. It's also something else
Zepto is evolving its strategy, prioritizing everyday low prices and availability to enhance customer loyalty. Despite a cash-burning approach aimed at rapid user acquisition, questions arise regarding the long-term impact on pricing power. The company faces scrutiny from competitors over its spending habits, even as it experiences growth in revenue and user projections. Leadership changes signal potential internal challenges, adding tension as Zepto prepares for its impending IPO.

Nov 30, 2025 • 13min
India's e-bus ambitions are running on borrowed power
India aims for a clean mobility revolution with 50,000 electric buses by 2030. However, the existing power grid struggles under demand, leading to voltage drops affecting local businesses. The gap between bus purchases and grid capacity highlights serious planning issues. Cities are racing to meet ambitious targets, but coordinating infrastructure upgrades is a complex challenge. Exploring technical fixes and the potential of vehicle-to-grid systems reveals innovative paths forward. The discussion questions how to effectively align ambitious climate goals with the necessary infrastructure.

7 snips
Nov 27, 2025 • 11min
Your phone number is at the center of a fight between Zomato and Indian restaurants
Restaurants in India celebrate a hard-won victory over Zomato and Swiggy, gaining access to customer data. However, this newfound power may be a double-edged sword as they become increasingly dependent on these platforms. The ongoing battle highlights high commission fees and the struggle for visibility in a competitive market. The podcast delves into why contact data is crucial for restaurants wanting to connect with customers and the privacy concerns that may arise from this push for information. It's a fascinating look at the evolving dynamics of the food delivery landscape.

12 snips
Nov 26, 2025 • 13min
Big AI is writing India’s startup rules faster than the regulator can read them
India's AI startup scene is buzzing with both excitement and anxiety. Founders fear that major platforms could outpace them, raising competition worries. The impact of synced pricing algorithms on ride-hailing markets adds another layer of tension. Limited oversight from the Competition Commission of India complicates matters, as regulatory capacity struggles to keep up. Meanwhile, middleware startups like Karthi's in healthcare face significant risks. The rapid pace of big AI advancements continues to challenge startups, making the future more uncertain.


