Daybreak
Daybreak
Episodes
Episodes of Daybreak
Mark All
In January this year, Netradyne, the logistics AI startup, became India’s first unicorn of 2025 after it raised $90 million in series D funding. You see, it did not take it long to realise that its sweet spot is the long-distance trucking segme
In this episode we fill you in on three standout stories from the past week. First, what ITC’s acquisition of 24 Mantra means for the larger organic food market; Next, Musk’s latest attempt to save Tesla; And finally, why Blusmart’s unravelling
On 9 April, as the world reeling from the tariff standoff between America and China, one Indian company quietly made history.The stocks of InterGlobe Aviation, the parent company Indigo, India’s top budget airline, hit an all-time high. For a b
Here’s the thing about the Indian carbonated beverage market – for decades now it has been a two, sometimes three horse race dominated by everyone’s favourite black coloured colas. Pepsi, Coca Cola and Thums Up. But in the last year or so, a 1
In 2021, Ashni and Avni Bayani, the scions of industrialist Kishore Biyani’s Future Group, launched their own venture – a startup studio called Think 9 Consumer Technologies.The concept was simple – they would incubate new brands across categor
On 19 March, the Indian government slashed incentives for UPI transactions by more than half to Rs 1,500 crore for FY25. After it launched in 2016, UPI very quickly became the backbone of India’s digital economy–thanks to demonetisation, and we
In this episode, we dive into a topic that is as daunting as it is exciting — the future of careers. First, we talk about a troubling trend in workplaces today — the rise of the unwilling retiree; Next, we share some of the lessons learnt by st
What happens when India’s biggest streaming platform decides it’s no longer satisfied with just airing Koffee with Karan and cricket? And it now wants to take on YouTube and Instagram?You get Sparks–an ambitious experiment by Jiohotstar that’s
In a little over a decade, Lenskart has gone from being just India’s biggest online eyewear retailer to becoming one of Asia’s biggest omnichannel eyewear giants. Needless to say, business has been booming. And the company is now inching toward
Back in 2019, an ed-tech called Scaler Academy decided to do for tech education what Masters’ Union did for the traditional MBA. The tech-upskilling platform launched in 2019 with a simple pitch: take AI, machine learning, and data science cour
Welcome to the world of consulting in 2025. AI is everywhere—from writing reports and making decks to crunching numbers. But you’d think the likes of McKinsey, Bain, and BCG would be worried about AI, right? Because AI reduces the knowledge gap
In this episode, we talk about the global trade war that stopped before it started. First, we talk about US President Donald Trump's decision to reverse the "reciprocal tariffs" on almost every country in the world, except one. Next, we talk ab
One of the largest deals to acquire a D2C brand took place in January this year. India’s largest manufacturer of consumer good, Hindustan Unilever acquired the skincare company Minimalist, a 90% shareholding for nearly Rs 3000 crores.Homegrown
Indian family businesses contribute more than two-thirds to India’s GDP. 70 per cent. That’s amongst the highest in the world. And that number is expected to go up to as much as 85 per cent in the next 20 years. Yet, today a lot of these compan
For a while now, the new kids on the block in India’s $750 billion mutual fund industry have been trying to really shake things up. The likes of Navi, Zerodha and Groww have been dreaming of a big disruption. And a couple years ago, they thoug
Despite the recent upheaval in clean tech efforts, governments around the world are investing billions into green hydrogen. Analysts are calling it the missing piece in the clean energy puzzle, especially for industries that can’t run just on b
As fitness studios exploded across Indian cities after the Covid pandemic, Cult.fit rose to prominence on the back of its fun, accessible classes that appealed to sedentary urbanites. Meanwhile, doctors noticed a sharp rise in workout-related i
India's biggest quick-commerce apps, Blinkit, Zepto, and Swiggy, have become prime real estate not just for regular FMCG brands but also for financial services, stock-trading apps, and even real-money gaming platforms. The top three players are
Back in January, when China’s Deepseek R1 model stunned the world with its performance and low training cost, India was thinking only one thing – how do we beat it? How do we become a global AI superpower? But when it comes to the AI race, Indi
On January 29 of this year, Denta Water and Infra Solutions – a company that specialises in groundwater recharging projects – listed on the bourses. Three weeks later, the Bangalore Water Supply and Sewerage Board, or BWSSB, issued a set of gu
In this episode we fill you in on three standout stories from the past week. First, we talk about the unravelling of Blusmart, India's first EV ride hailing platform; Next, the private banking and wealth management boom in India; And finally ho
In January this year, nearly every single employee of the OG E-grocer Big Basket received an email from their CEO, Hari Menon. It was supposed to be a rallying cry. The Tata-owned e-grocery giant had finally—after much hemming and hawing—embrac
Phonepe is all set to debut in the public market in the second half of FY26. That perhaps seems like the natural next step for the fintech giant. After all, it commands nearly half of the market share in UPI transactions today. Between 2020 an
Every two years, SBI Cards, India’s only listed credit card company, valued at $9 billion, appoints a new CEO. This time, it's going to be Salila Pande, a career banker who has been with SBI for over 30 years. On the 1st of April, she will take
Remember that time in 2022 when India’s top digital payments companies Phonepe, Paytm*, and Bharatpe were in a no-holds-barred turf war? Looking back, it seemed like there was news almost every other day about some tiff between the three market
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