Daybreak

The Ken
undefined
Jan 22, 2026 • 13min

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

India's rapid data centre expansion is at odds with its worsening water crisis. Groundwater depletion leaves cities vulnerable, leading to contamination in drinking supplies. The podcast explores the high water demands of data centres and contrasts them with international examples of similar conflicts. The pressing question remains: who governs the delicate balance of water usage as the country pushes toward a digital future? This thought-provoking discussion sheds light on the urgent need for sustainable solutions.
undefined
Jan 21, 2026 • 12min

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

OpenAI's latest move to integrate ads into ChatGPT has sparked a lively discussion. The company's financial struggles are revealed, with predictions of cash burn and desperation highlighted. Meanwhile, Google's Gemini aims for user trust by remaining ad-free. The hosts explore how ads will affect user experience, the risks of 'enshittification,' and whether advertising can truly save OpenAI. Altman's assurance that ads won't sway responses adds a layer of complexity to this unfolding narrative.
undefined
9 snips
Jan 19, 2026 • 12min

Make in India pushed electronics to deliver volume. Depth is still loading

India is rapidly becoming a major player in electronics manufacturing, though design and technology still largely remain outside its borders. The government is now focusing on boosting local component manufacturing and encouraging joint ventures to enhance process efficiency. While firms prioritize volume for sustainability, the path to true design ownership is complex. The discussion also highlights how China successfully transitioned from assembly to a competitive ecosystem and explores early attempts by Indian companies to innovate and control design.
undefined
9 snips
Jan 18, 2026 • 14min

Gandhinagar vs Delaware: Are India's next 1,000 startups ready to live in Gift City?

Indian startups often default to Delaware for its rapid incorporation and reliable legal framework. The podcast delves into Gift City, an ambitious financial hub aiming to shift this trend. While Gift City boasts enticing tax perks and rapid infrastructure growth, practical hurdles like paperwork delays and investor hesitance remain challenging. Founders highlight gaps in the local startup ecosystem that need addressing to realize its potential. The discussion reveals the complexities and contradictions shaping the future of startups in India.
undefined
12 snips
Jan 15, 2026 • 24min

AI is learning healthcare from a broken system

AI is infiltrating healthcare, adapting to a broken system in India. Hosts explore how tools like ChatGPT Health assist in symptom understanding while highlighting ongoing public self-diagnosis. They discuss local healthcare gaps and how formalizing AI can improve accountability. Concerns about data privacy and bias rooted in Western medical data are addressed. Plus, the potential for AI to streamline paperwork and enhance patient continuity is examined, though caution is urged against relying solely on technology.
undefined
6 snips
Jan 14, 2026 • 9min

How Reliance's price war made Pepsi and Coke love 'zero sugar'

India's soda landscape is transforming as Coke and Pepsi rush to offer low-priced zero-sugar options, spurred by Reliance's Campa Cola launch. This price war isn't just a health trend; it reveals strategic business maneuvers aimed at boosting margins. The podcast delves into the ingredients of these beverages, raising health-related concerns over sweeteners like erythritol and aspartame. It also explores who is buying these drinks, highlighting the differences between budget-conscious small-town consumers and urban buyers seeking premium options.
undefined
11 snips
Jan 14, 2026 • 13min

Meta has an illegal gambling ads problem. It doesn't really care

Illegal gambling ads continue to flood Meta platforms, even after a ban in India. Investigations reveal Meta knowingly calculates the cost of enforcement against potential revenue. Many countries report similar issues as removal requests go unanswered. Instead of pulling the ads, Meta opts for making them less visible. This raises questions about the ethics of compliance and accountability in the digital advertising space. The podcast explores how corporate interests are prioritized over regulatory adherence.
undefined
10 snips
Jan 12, 2026 • 18min

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

Investing can be overwhelming, but understanding your surplus is key. For Rs 1 lakh, simplicity is crucial, while Rs 1 crore allows for more complex strategies like private equity. Advisors advocate for gold as a hedge and suggest REITs for real estate exposure without the hassles. They emphasize goal-based allocations, stressing the importance of emergency funds and avoiding heavy reliance on fixed deposits due to tax implications. Ultimately, tailor your investment choices based on life stages and risk tolerance for optimal results.
undefined
Jan 11, 2026 • 13min

Only 30% invested from a Rs 10,000 cr startup fund. Yet India obsesses over a new fund

India's startup funding is facing challenges as the first Fund of Funds winds down, disbursing only ₹6,500 crore of its ₹10,000 crore mandate. Despite spurring growth from 3,000 to over 200,000 startups, the initiative has drawn criticism for its slow disbursal process and lack of transparency. Fund managers voice concerns about high hurdle rates and fee disputes. As the second phase gears up, there's pressure for more focused investments, especially in AI and deep tech, amid glaring shortfalls in job creation.
undefined
Jan 8, 2026 • 18min

Friday Round-up: Who pays when Grok fails, Venezuela's crisis is Reliance's win, and more

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.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app