The Ken
@TheKenWeb
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Delivering sharp, original, insightful, analytical journalism about business and start-ups across India since 2016.
Bengaluru, India
Joined June 2016
Our next live conversation could define your next career move!. On Saturday, we're bringing together India's leading product minds to dissect how AI is creating new roles, workflows, and power structures. Ask tough questions and get answers from operators at the bleeding edge.
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Zepto removed the hassle of real estate by placing its coffee machines next to groceries in its tiny warehouses. And yet, it can’t seem to escape the coffee jinx. Roughly 100 warehouses have now stopped selling coffee. What gives?. @Pranathi_DVLS reports:
the-ken.com
India is among the world’s top coffee producers, yet cafes don’t quite make a strong business here. Zepto tried to rewrite the rules and learned the truth the hard way
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Zepto attempted to disrupt the café-chain model in India by selling coffee through dark stores. In a few months, the firm clocked over 100,000 daily orders. Quick commerce seemed like the path to profitability in a business where Starbucks and CCD have struggled for years.
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Is the enshittification of Substack now inevitable?. In Daybreak, hosts @snigdhasharma9 & @RaPhilipose discuss this with the multimedia artist 'Anurag Minus Verma' (@confusedvichar). Apple - YT - Spotify -
open.spotify.com
Daybreak · Episode
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Substack began as a utopian space for writers, promising no algorithms, no ads, and no hustle for likes—all for a 10% cut. But with $100 million in VC funding and a growing noise about discovery feeds and advertising, it appears to be quietly shifting towards 'platformisation'.
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Our panellists include Clueso's @realAkashAnand, Dashtoon's Soumyadeep Mukherjee, Realfast's @ponnappa, and Zerodha's Kailash Nadh. Buy tickets here:
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Artificial intelligence has gatecrashed India’s companies—and it’s not leaving anytime soon. This began as a quiet trickle, starting with a few tools here and there. Now, the floodgates are open....
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Listen here:. Apple Podcasts - The Ken app -
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Can Jio use its telecom playbook to disrupt India’s wealth management industry?
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Can Jio Blackrock do to wealth management what Jio did to telecom? . In this week's Two by Two, hosts @peegeekay and Rohin Dharmakumar discuss this with: . • Manish Jain (@BeingMojo)—co-founder of broking platform Sahi . • Nirav Karkera (@NiravKarkera)—head of research, Fisdom
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In this week's Ka-Ching!, @_inderpalsingh explores:
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A Select Committee of Parliament has tabled a 4,000-page report with numerous observations
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After decades of increasing complexity, the Indian government is promising simplicity in income tax laws. The new bill is 600-odd pages long. It's just over half the length of the current Act, down to three lakh words. Will this radically simplify India’s creaky old tax code?
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On 22 July, a tribunal found Chanda Kochhar, the former CEO of ICICI Bank, guilty of accepting a bribe of Rs 64 crore. In Daybreak today, @snigdhasharma9 explores the complete timeline—from the first whistleblower alert in 2016 to the 11,000-page chargesheet and the 2022 arrest.
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Mutual funds’ shiny new bet is their innovation fund. But what’s inside it?. Fund houses are coming out with trendy new thematic funds, but they’re vaguely defined, overlap with large-cap holdings, and don’t always deliver on returns.
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RT @TheKenWeb: Post-rebrand, nearly 20 people have walked out—from investors to heads of marketing, strategic development, and public polic….
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The VC firm will likely rake in billions from long-awaited IPOs. But just as the wins roll in, top partners are walking out, internal tensions are mounting, and its global AI ambitions are raising...
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RT @TheKenWeb: Peak XV’s post-Sequoia reinvention comes at a price. The VC firm is expected to have a breakout year with the impending IPO….
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On 26 July, we're bringing together four of India's top product minds to explore how AI is changing everything about product teams and workflows—and to discover who's gaining influence, and who's losing out. Get tickets here (subscribers get 50% off):
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Over half the people attending our upcoming live event on how AI is transforming product development are senior-level professionals (CEOs, founders, VPs, directors). If you're involved in building products today, you wouldn't want to miss being in the room alongside them.
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🔓 We've unlocked this story for today. Read it here:
the-ken.com
The time-tested dairy playbook in India is sell milk first, followed by other products. But the 31-year-old company from Tamil Nadu didn’t get the memo
Milky Mist has filed draft papers for a Rs 2,000 crore IPO. The time-tested dairy playbook is to sell milk first, then other products. But Milky Mist has built its business on higher-value products like paneer and cheese—and has possibly the highest profit margins in the space.
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In this week's Long and Short, Seetharaman G explains why the firm's carve-out couldn’t have been timed better.
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Reliance Consumer Products’ carve-out couldn’t have been timed better
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