Deepinder Goyal and Navil Noronha: a study in contrasting exits
And what that says about how far Eternal can push its norm-defying acts
The Ken Podcast
Inside the risky playbook that turned Blinkit into a majority player
Blinkit now controls more than half of India’s quick commerce market, a sector long thought too competitive, too crowded, and too expensive for anyone to dominate.
From its ever-expanding network of dark stores that powers its 10-minute deliveries to the recent, bold pivot toward an inventory-led model, Blinkit’s rise is built on a mix of speed, scale, and risk.
But rapid expansion also brings higher costs and greater exposure. Has Blinkit created a sustainable advantage, or has it built a fragile empire that could be tested soon?
Tune in.
Compete in India’s first and only case competition.
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.
And what that says about how far Eternal can push its norm-defying acts
The Walmart-backed company commands nearly half of India’s digital-payments landscape. But its financials trail its smaller, listed rival
As the logistics firm plans to pour IPO money into new warehouses and long leases, incumbents are squeezing returns from assets they locked in when land was cheaper, and rents were lower
The Ken has learnt that the Centre is holding deeper discussions on allowing private schools to run as for-profit entities to encourage transparency and long-term steady growth
A complex system with feedback loops that pulls us towards a future we imagine possible
Private labels meet brand ambition
So far, only Wechat seems to have cracked the code to creating an apps-within-an-app ecosystem. Can AI take it to the rest of the world?
The IT services firm is seeking a secondary listing to match the valuation of its Indian rivals. But logistical and regulatory challenges lie in the way
The co-founder on how Darwinbox grew quietly before it grew big
In this episode, we unpack the rise of what we are calling the “fitness warrior”. This is a new professional archetype where work follows the same logic as sport: optimise, train, perform.
As India’s data law kicks in, WhatsApp outreach is getting regulated, and a new compliance market is emerging fast
The IT services firm is seeking a secondary listing to match the valuation of its Indian rivals. But logistical and regulatory challenges lie in the way
The Sequoia-backed cross-border remittance startup Aspora wants to win over 15 million NRIs at all costs, and it has to decide which cost it wants to bear—regulatory or cross-border realities
The Supreme Court’s recent guidelines and a state’s AI mandate hint at a fragmented overhaul—one testing whether tech can cut through decades of procedural drag
Here are the ones—whether it’s The Nutgraf, Long and Short, or Trade Tricks—that you didn’t expect
Here are the stories that our subscribers read and shared the most in 2025
Here are some of the episodes—across our six different podcasts—that listeners loved
Do you know anyone else who would like to listen this podcast?
Share this episode with them.