

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 Rahel Philipose, 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 Rahel Philipose, Daybreak relies on years of original reporting and analysis by some of India’s most experienced and talented business journalists.
Episodes
Mentioned books

Oct 10, 2023 • 12min
Four in 10 quit Niti Aayog in a year. Time to think or tank?
The NITI Aayog was created in 2015 to replace the decades-old Planning Commission. The idea was to adopt a more bottom-up approach to make India competitive in today's global economy. With CEO Amitabh Kant as the leader, the think tank progressed to become a thriving, open, and empowering space for public policy experts, including those from non-government backgrounds. But ever since Kant's stint ended at the think tank in 2022, the walls between the leadership and non-govt employees at the think tank are getting thicker. From what appears, NITI Aayog is going back to the top down approach, quite like the Planning Commission back in the day.This is making its non-govt employees quite unhappy. In fact 4 out of every 10 of them have quit this year.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 business stories

Oct 9, 2023 • 13min
The ICC World Cup is Disney+ Hotstar’s last chance
Losing IPL rights last year to Jio and then dropping HBO content has cost Disney+ Hotstar at least 21 million subscribers in just a year.The streaming giant though, decided that IPL or no IPL cricket is going to be its biggest customer acquisition funnel in 2023. And it looks like they are holding on to that strategy. The Asia Cup was streamed for free on Disney Hotstar. Now, the ICC Cricket World Cup is on and it's available on Disney Hotstar too. The OTT giant is offering free live streaming of the event to its mobile users.But a lot of the new survival strategy, put together by the Disney Hotstar's head honchos, depends on how India does in the tournament.Tune in.CORRECTION: In the episode, the host mistakenly refers to the ICC Cricket World Cup as ICC T20 Cricket World Cup. The error is regretted. Free Read:What airports really want to do with DigiyatraAlso listen to:Disney leaves Jio the keys to the kingdomDaybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories

Oct 5, 2023 • 12min
Licious has enough money but not enough customers
India's online meat delivery platform, Licious, faces challenges in expanding its customer base and meeting revenue targets due to its premium pricing strategy. Despite partnering with X-10x to improve operations, Licious continues to struggle with flat revenue growth.

Oct 4, 2023 • 14min
How the $17 billion-worth Jio Financial is gearing up to disrupt India's NBFC space
JFSL, valued at $17 billion, is rapidly disrupting India's NBFC space, hiring former ICICI Bank employees. Reliance's past attempt in finance failed, but their new ventures are successful. Challenges and opportunities of building JFSL from scratch are discussed, along with JFSL's relocation and Reliance's ambitions to become the top NBFC.

Oct 2, 2023 • 13min
Dunzo fans made it a verb. Then it became just another delivery firm
Explore the rise and fall of Dunzo, a revolutionary delivery company. Discover how its quick delivery service and convenience made it popular, but also led to challenges. Dive into Dunzo's struggles with expansion, failed experiments, and the launch of its B2B arm, and how it aims to bounce back.

Sep 28, 2023 • 12min
The Kota factory is imploding and student suicides are not the only reason
After the pandemic years, Kota’s coaching industry saw an unprecedented boom. Money was pouring in from everywhere–from edtechs to investors. In the last five years, Kota saw about 2 lakh engineering and medical aspirants, on average, arrive from across the country. Kota runs on stiff competition not just among the students but also among the scores of institutes that host and prep them. But since the past four months, Kota’s reputation has been on the line. Student admissions have dropped, with coaching-centre owners pegging it to be at least 20%. While it is partially because of the rising number of student suicides, it is not the only reason why Kota may be one result away from losing its star position in the coaching business.Tune in.RecommendationKota’s Rs 6,000 cr coaching business may never be the same againDaybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, analytical business stories.

Sep 26, 2023 • 10min
What VC analysts do when there are few deals to make
Explore the impact of the dealmaking drought on venture-capital analysts. Learn how their responsibilities have changed and hear their thoughts on the shifting dynamics. Discover the effects of the slump on analysts, including decreased bonuses and compensation hikes. Understand the increased value of junior VCs in assessing companies and working on portfolios and the importance of dealmaking for career advancement.

Sep 24, 2023 • 9min
Why Airtel's Gopal Vittal is betting on younger and “hungrier” executives for top roles
From the time it was the number one indian telecom company to braving the whole phase when Jio came around and disrupted the whole space. Its been a long, brutal competition for Airtel and Gopal Vittal has managed to bring Airtel back to health.Meanwhile, he's spent years on finding and grooming the right talent to create the next generation of leaders at the telco giant. And now Airtel is undergoing a major reshuffle. As you would expect, it’s creating a sense of both excitement and stress.Tune in.RecommendationThe camel is inside the tentDaybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, analytical business stories.

Sep 21, 2023 • 11min
Credit-card whizzes are beating banks at their own game
Indians are finding loopholes in credit-card reward systems and turning them into profitable businesses. Banks have taken extra security measures to combat tricksters. The podcast explores the tactics used by banks and the exploits of credit-card reward systems in India.

Sep 19, 2023 • 13min
In the push to make social media 'safe,' Youtube, Instagram creators are collateral damage
From content flagging, suspension, shadow-banning and even account deletion, content creators are grappling with a variety of censorship methods on social media platforms—all in the name of maintaining community guidelines.But with social media platforms relying more and more on AI and machine-learning tools identify and remove violating content, even content aimed at creating sexual, social, and political awareness ends up being taken down. And sex-ed and news content creators on platforms like Instagram and Youtube are seeing their reach, discoverability, and income take a hit.Tune in.RecommendationYoutube, Instagram creators got likes and shares. Now, some only get restrictionsFREE READDisney+ Hotstar is done with premiumisationDaybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, analytical business stories.