Delivering sharp, original, insightful, analytical journalism about business and start-ups across India since 2016.

Bengaluru, India
Intermission Episode 5 premiers 1st October. Register to get notified: the-ken.com/intermission/
Made with AI
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Who’s actually paying for Yotta, rivals’ multi-billion-dollar Nvidia orders? Nearly 90% of all investment and debt in India’s GPU-and-data-centre ecosystem comes from abroad. Domestic lenders are still evaluating the risk
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A former top bureaucrat’s memoir is the call to arms civil services badly needed Indian telecom owes much to JS Deepak. His everyday tales of administration—sometimes funny but always revealing—provide fresh triggers for reforms
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Bollywood is learning to make movies without those who make movies Studios are turning to AI for scripts, storyboards, shots and shrinking film crews as theatre footfalls stall and budgets tighten Tune in to today's Daybreak.
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HDFC Bank’s losing streak and SBI’s dream rally have run their course Beset by troubles, HDFC Bank lost much of its lead over its state-owned peer by market value. But with a new CEO in a month, it could again pull ahead
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India is built for AI agents. So why is nobody using them? As Instinct, Muse, and others take over the world of personal AI assistants, where are India’s users?
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Read in this week's Two by Two: the-ken.com/?post_type=twoby… Or listen to the full podcast: the-ken.com/podcasts/two-by-…
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Small banks found a trojan horse into the credit-card market. It's called UPI Small banks and fintechs are leading the credit-line-on-UPI boom while HDFC and Axis weigh their options Tune in to today's Daybreak.
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Before "Digital India," ITC was putting computers in villages - run by farmers who could barely read. e-Choupal let farmers check prices before the mandi and reached 4M farmers by 2007. It became a Harvard case study. Full ITC story on Intermission → piped.video/watch?v=2jITK1MN…
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India is built for AI agents. So why isn’t it using them? As Instinct, Muse and others take over the world of personal AI assistants, where are India’s users?
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Sniffing dogs join the race to catch cancer early in India D2C wellness firms are selling urban rich Rs 25,000 full-body scans that promise more than they can deliver. Dognosis is betting on, well, dog noses to attain the holy grail of cancer screening at a third of the cost
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Sebi isn’t reaching for the brakes on India’s worryingly hot BNPL product—stocks Margin trading facility is at a record high and brokers are relishing the new revenue, but Korea’s crash is still too fresh for everyone to celebrate
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