Daybreak

China's microdrama industry took nearly eight years — and real government money — to reach the point where regulators had to step in over AI-flooded, quality-degraded content.

India's biggest platforms don't have eight years. They're building AI into production from day one, racing to scale catalogues before fatigue sets in.

Host Rachel Varghese, gets into why JioHotstar, ShareChat, and Kuku TV are pouring money into two-minute dramas, what a Chinese skincare brand's meteoric rise (and equally fast fall) reveals about the ceiling on this format, and whether India's shortcut to scale comes with a shortcut to burnout too.

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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.

Creators and Guests

RV
Host
Rachel Varghese

What is Daybreak?

Business news is complex and overwhelming. It doesn’t have to be. Every day of the week, from Monday to Friday, 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.