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Daybreak: Daily Summaries Delivered
by The Ken
Business news is complex and overwhelming. It doesn’t have to be. 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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Today12 min
When the monsoon fails, India's AI dreams fail with it
India's southwest monsoon is running 35% below normal. Mumbai's reservoirs are at 12% of capacity. And the rain that should have arrived by June 11th still hasn't. The same water and power systems that keep this economy running are now being asked to power India's AI future too — a $180 billion data centre bet that nobody is stress-testing against a failing monsoon and climate change. The groundwater is already over-extracted. The grid hit an all-time demand record in May. And the choice about who gets water first when there isn't enough has already been written into law in some states. But almost nobody wants to say it out loud. 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.
- Yesterday17 min
Zepto's DRHP underlines the inevitable cost at the heart of quick commerce
Zepto just filed its DRHP. It wants to open 1,900 new dark stores, on top of the 1,139 it already runs. Blinkit, the only profitable player in the sector, is racing to 3,000 stores by March 2027. Meanwhile, its adjusted EBITDA is just Rs. 37 crores — not a lot considering the billions that have been spent on getting it to profitability.The dark store is quick commerce's core bet — and its biggest fixed cost. Rents are rising, FMCG prices are up, and user growth at Zepto actually declined between December and March despite spending over Rs 1,300 crore on advertising.The model is scaling. But will the economics ever catch up?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.
- 2 days ago14 min
Sovereign AI, American law
India is spending over 10,000 crore rupees building what it calls sovereign AI. The servers are going up in Mumba and the ministers are saying the word at every summit. There is just one problem: nobody has defined what sovereign actually means. And the chips powering all of it are American, subject to American law. A US subpoena can reach a data centre in Mumbai as easily as one in Seattle. In this edition of Make in India Competitive Again, The Ken reporter Mrunmayee Kulkarni delves into what this really means.Listen a free episode of The Ken's First Principles feat Riyaz Amlaani with Rohin Dharmakumar hereDaybreak 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.
- 3 days ago12 min
Why Amazon seems so calm about being awfully late to quick commerce
Amazon Now launched in September 2025. It was already two years behind Flipkart, and well behind Blinkit and Zepto. Nine months later, it's doing 450,000 to 500,000 orders a day, expanding to 100 cities, and a Blinkit executive is walking through Colaba market, stopping in front of an Amazon dark store in a location Blinkit's expansion head could only dream of.Amazon has something its rivals don't: 150 million Prime members who already shop five times more frequently. And since bundling quick commerce with Prime, their order frequency has tripled.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.
- 6 days ago13 min
Can Adani do with apples what Mahindra did with grapes?
Adani started buying apples in Himachal Pradesh two decades ago. Not because it wanted to be in the fruit business — but because it wanted to own the cold chain that nobody else was building.Now the India-New Zealand free trade agreement is about to test Indian apple growers like never before. New Zealand yields 50 to 70 tonnes per hectare. Himachal Pradesh averages 7 to 8.Adani just expanded into cherries, plums, and peaches — fruits even more perishable than apples. The bet is the same as it always was: whoever controls refrigeration, controls the market.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.
- 1 weeks ago12 min
India's mango paradox
This week, Nepal sent Indian mango shipments back to the border after inspectors found excessive pesticide residues . A few weeks earlier, Japan had suspended all Indian mango imports after a biosecurity inspection failure at a treatment facility in Uttar Pradesh. Two bans in one season and this was before the war in Iran tripled freight costs and shut the Gulf route entirely. Mirza Ghalib, the famous Urdu poet, famously had just two requirements of a mango — to be sweet and plentiful. This season, the country that grows half the world's supply couldn't guarantee either to the rest of the world. How did we get here? Host Snigdha Sharma explores.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.
- 1 weeks ago13 min
Analysts say gas prices are about to crash. India still can't afford to celebrate
India just found natural gas off the Andaman coast. The energy minister called it "an ocean of energy opportunities." Considering India's energy vulnerabilities, this is a significant find, even if commercial production is a decade away.Because in the meantime, the war on Iran has doubled LNG prices, cut off Qatar (which supplied nearly half of India's imports) and pushed India into buying six times more American gas than it was before the conflict began. The US has already used energy as a bargaining chip in the tariff standoff last year, putting India again in a tough spot.But now analysts are predicting a global LNG glut. And while cheaper imports do sound like relief, they might just be another trap.Read Blas's piece here.Read Anand's piece for The Ken here.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.
- 1 weeks ago10 min
LIC has lost its throne to SIPs. It’s still the smartest investor in the room
Every month, millions of Indians pay their LIC premium without a second thought. What they don't realise is that money is quietly buying up India's most beaten-down stocks — the ones foreign investors are dumping, the ones mutual funds won't touch, the ones everyone else is running from.For decades, LIC was the only institution large enough to hold Indian markets together during a sell-off. That role now has company. SIP money has grown into a second pillar of domestic support, and LIC's grip on the market is loosening.But its investing instincts? Still the sharpest in the room.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.
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About Daybreak
Business news is complex and overwhelming. It doesn’t have to be. 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.
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Frequently Asked Questions
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