Daybreak

The Ken
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Oct 25, 2023 • 12min

Byju's new CFO quits in 6 months. Here's what you should know

Byju's CFO quits after 6 months amidst financial compliance troubles. The podcast explores the challenges faced by the new CFO, the growth and acquisitions of Byju's in 2021, and the financial issues and auditing problems the company has encountered.
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Oct 24, 2023 • 12min

Why Disney may now want to hold on to Hotstar after all

Disney Hotstar set a world record for cricket viewership, yet Bloomberg reported a potential deal with Reliance Industries. The podcast explores the challenges faced by Disney Hotstar, their focus on advertising, and why Disney may still want to hold on to Hotstar despite losing subscribers.
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Oct 22, 2023 • 13min

Is India's e-rupee ready to be 'the currency of the future'?

This podcast discusses India's e-rupee and its potential as the currency of the future. It explores the progress, challenges, and competition with cash and UPI. Additionally, it examines the rise and fall of Indian alternatives to TikTok and privacy concerns surrounding the e-rupee.
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Oct 20, 2023 • 12min

Dabur is battling an identity crisis

Dabur, the world leader of Ayurveda brands, is battling an identity crisis as it seeks to acquire and expand. The podcast explores Dabur's transformation into a lifestyle brand, its struggle to create a new brand narrative, and the challenges of changing perception about a legacy brand.
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Oct 18, 2023 • 13min

Why BNPL platforms have become a playground for cybercriminals

The podcast explores the rise of online financial frauds in India, specifically through BNPL platforms. It discusses the lack of security in these services, the vulnerability of customers to vishing scams, and the absence of consumer-protection guidelines. The chapter also delves into the sophisticated methods used by cybercriminals in BNPL platforms, such as impersonation and unauthorized purchases.
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Oct 16, 2023 • 14min

How a coffee startup is giving global giant Starbucks a run for its money in India

Explore the competition between coffee startup Third Wave and Starbucks in India, and how Third Wave is giving the global giant a run for its money. Learn about Kabuki valuations in Indian startups and the secrets behind startup valuations. Discover the rivalry between Third Wave and Starbucks, including the impact on Starbucks' customer base.
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Oct 13, 2023 • 15min

What is fuelling the growing band of de-influencers in India?

De-influencers in India are debunking myths and misinformation related to food and health. They face legal action and threats but continue their work. The rise of de-influencers raises questions about paid debunking and motivations. Content creators in India monetize social media through various means. De-influencers aim to spread awareness and battle misinformation.
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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
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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
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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.

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