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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.
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- Today21 min
Delhi built a ‘safe’ surveillance city. It can now locate anyone in seconds
Your face caught on a camera, your vehicle number plate, a voter ID, a driving licence, even a police-clearance certificate—any of these can become part of a vast web of data that the police can search in Delhi.That matters especially now, as the capital sees mass protests and public demonstrations, raising questions around safety. surveillance, privacy and the right to dissent.The Ken's Pratap Vikram Singh spent a month investigating Delhi’s ₹857-crore Safe City Project, conceived in the name of women’s safety. Its mandate now extends far beyond that, to crime prevention, public-order surveillance and political and religious rallies.What exactly is Delhi building, who can access it, and what happens when a system designed to find criminals can find almost anyone? In this episode, host Snigdha Sharma reads Pratap’s report titled: Delhi’s mass surveillance: track 50 million faces, identify them in five secondsThis episode was edited by Arnav PrakashDaybreak 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.
- Yesterday15 min
How Flipkart Minutes became the company's redemption arc
For years, Flipkart has tried and struggled to scale the vertical it began to sell groceries. But as quick commerce platforms started becoming successful, the e-commerce giant could not just stay out of the game. Today, around a quarter of its business comes from Minutes. What is driving the vertical is also an aggressive expansion of dark stores and in tier-2 and a change in management affecting selection on the platform. In this episode, we look at how Minutes has made it work so far, and why Flipkart's push into quick commerce is becoming a way for it to secure its future. 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.
- 4 days ago10 min
Adani’s think tank flexes its muscles in Delhi
A two-year-old think tank backed by Adani just got 14 of its suggestions, some of them word for word, written into a law passed by Parliament. That law opened India's nuclear sector to private players for the first time in history. Months later, Adani floated a new subsidiary to enter the same field.The think tank is called Chintan Research Foundation. It started in a South Delhi cafe. It calls itself independent. And it's now one of the more visible and contested players in Delhi's policy world.So what exactly does Rs 100 crore buy you in India's policy ecosystem?Also listen to: Friday Roundup: Adani goes nuclear and AI's talent exit ( https://the-ken.com/podcasts/daybreak... )*This episode was originally published on May 6th 2026Daybreak 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.
- 5 days ago10 min
How much breathing room does your power supply actually have?
This September was supposed to give India's power grid a break. Instead, on some nights, the gap between the electricity people wanted and what the grid could supply reached almost 8 gigawatts, bigger than anything seen during this year's heatwaves. Kerala restricted power in the evenings. Near Patna, villagers blocked a highway after three days without electricity. And 82 power plants were running critically low on coal, with barely a week's worth left.Strangely, India isn't short of coal. About 76 million tonnes sits at Coal India's mines. But a weak monsoon drained the dams and flooded the coal belt at the same time.So how much breathing room is there between you and a power cut? This episode was edited by Arnav Prakash.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 ago15 min
Ekta Kapoor built her own OTT app. Now she's betting on YouTube
In the 2000s, Ekta Kapoor's serials ruled Indian TV every night on weekdays.Then as, audiences moved from TV screens to smaller ones and streaming, her company, Balaji Telefilms followed. It bet on its own streaming app: ALTBalaji.For years, it lost money. Until finally, it shut down last year after a government ban in 2025. Now, Balaji is taking 5 new shows and a combined 200 episodes to Youtube. Premium, shot in 4k and free to watch.So why is India's queen of TV soaps, skipping the subscription model? We dig into her belief in an audience that no one is serving, the Pakistani drama effect and whether a bet on Youtube's ad model is enough for TV.This episode was edited by Arnav Prakash.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
Can India build a ‘UPI’ for your cows and your gold?
Earlier this month, at the Global Fintech Fest in Mumbai, India's regulators and industry leaders rallied around one idea: tokenisation, which turns assets like bonds, gold and land into digital units that can be bought, sold and settled in seconds. Some of it is already underway, with three companies recently raising over Rs 1,000 crore through bonds that settled the same day.But the plan leans heavily on the RBI's digital rupee, which has seen little use four years after launch. And Indian banks have bet on blockchain before, without much to show for it.In this edition, Suprita Anupam examines whether tokenisation can do for financial assets what UPI did for payments.This is a read aloud of a newsletter edition of Ka Ching, by Snigdha Sharma on Daybreak by The Ken.📖 Read the full story on The Ken: Can India build a ‘UPI’ for your cows and your gold?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 ago15 min
AI is Bollywood's cheapest new hire
Bollywood has been seeing tough times since Covid. Theatre footfall still haven't recovered, even as box office numbers soar, and budgets for filmmakers are only getting tighter. AI seems to have a brought a glimmer hope for some in the industry, as it slowly makes its way into every stage of filmmaking. From identifying good concepts to writing scripts, storyboarding scenes, generating entire shots, to even replacing some VFX work. Studio heads familiar with the space project shrinking crews and are already seeing timelines grow shorter. Still, it doesn't make the trade-off any less real.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.
- 1 weeks ago15 min
UPI is the trojan horse taking small banks into HDFC, Axis's credit-card empire
After two years of slow adoption, Credit-Line-on-UPI is finally taking off, but not with the big banks. Small banks and fintechs are leading the charge, while the big incumbents that dominate credit cards hold back. For HDFC and Axis, it's a really difficult choice. Should they compete on CLOU and risk cannibalising their own cards, or scale it through the very fintechs they're trying to outmatch? Meanwhile, a matured tech stack has turned CLOU into a full-strength card equivalent, complete with real-time underwriting. And while CLOU had promised inclusion for those who can't normally access credit, the promised inclusion has actually been flipped.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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