Podcasts about indian it

Good Morning, Welcome to Top Of The Morning, I'm Nelson John. TCS chairman N. Chandrasekaran just made one of the boldest calls in Indian IT history, predicting the company could soon run as many AI agents as human employees. On today's Top of the Morning, we unpack what that means for six million engineers and a sector built on scale. We also cover PM Modi's NITI Aayog meeting with the states on jobs and skilling, the war in West Asia weighing on the economy, the government's push to build four new world-class private universities, Abu Dhabi's nearly ₹2,000 crore Lenskart share sale, and Adani Green Energy's record-breaking run alongside its growing debt. Plus a quick headline roundup on the markets, foreign investor outflows, the RBI's stance, Zepto's IPO filing, and more. Five stories. One clear eyed briefing. No noise.

This week, we discuss NVIDIA going consumer, Microsoft Build, and the Anthropic/OpenAI IPO race. Plus, does credit card insurance work? Watch the YouTube Live Recording of Episode 575 Runner-up Titles Who Wins AI? Models vs. Middleware Jensen After Dark Once again, robots Why is this something you talk about in a keynote? Could this have been an app? Defeating Apple, the sword in the stone Your tokens are my margin Prisons, schools and military - what is the Venn diagram? Every enterprise is unhappy in their own way Rundown Nvidia NVIDIA and Microsoft Reinvent Windows PCs for the Age of Personal AI Nvidia's N1X Apple Silicon rival is two years behind Nvidia, Microsoft, and Arm are all teasing Nvidia's new N1X laptop processors Blackstone and Google launch $5B TPU cloud venture with 500MW of AI capacity AI server demand drives staggering revenue growth for Dell and its stock soars Microsoft Build Microsoft Build 2026: Be yourself at work Microsoft Build Live Blog Microsoft admits its "infuriating" floating AI button was a mistake OpenAI and Anthropic Go Public Anthropic Files to Go Public, Setting Stage for Huge I.P.O. OpenAI Prepares to File to Go Public in Coming Weeks How Anthropic Got So Big, So Fast Anthropic and SpaceX compute OpenAI launches new Codex tools for white-collar work OpenAI Hires ServiceNow CMO Colin Fleming to Lead Business Marketing Push Wiz + Anthropic: Claude Enterprise Meets the Security Graph Relevant to your Interests Grafana breach caused by missed token rotation after TanStack attack GitHub Got Hacked. The AI Security Arms Race is Here Hackers Simply Asked Meta AI to Give Them Access to High-Profile Instagram Accounts. It Worked SpaceX not the behemoth everyone thought Spotify adds AI-powered Q&A and briefing generation features to podcasts Amazon Web Services - Four Years and Out + AWS Fired the One Employee Who Gave a Damn Introducing UniFi 5G Backup AI Generated Summaries WSJ: How I Choose Which Cloudflare Employees to Replace with AI Microsoft open-sources the earliest DOS source code discovered to date Audio-generation app Huxe, founded by former NotebookLM developers, shuts down Bill Gates Spent Years Crafting His Image. Now It's Cracking. How do AI Layoffs Work? Some Speculation. Snowflake to Acquire Natoma to Bring Governed Agentic Access to the Enterprise U.S. companies have an AI problem. Indian IT wants to be the solution Meta to start testing AI subscription services, cheapest plan at $7.99/month Sponsors Sentry - Quit Buggin': use code sdt26 for $100 in credit for new customers Nonsense What Is a Dickover? Listener Feedback Henning corrects Coté's pronunciation of León. Conferences VMware User Group, Dallas, June 9-11, 2026 WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 25 Free Tickets DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006 DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: The spelled-out intro to neural networks and backpropagation: building micrograd Matt: Boards of Canada: Inferno Aphex Twin - Live in Houston Coté: ElevenLabs, for example Coté's learning Dutch podcast.

In today's Tech3 from Moneycontrol, we look at why India's biggest cities continue to dominate UPI transactions despite the payment system's nationwide reach. We also break down how electric two-wheeler makers Ola Electric and Ather Energy are shifting the conversation from market share to margins, cash flow and profitability. Plus, the government is working on a unified cyber response framework as AI accelerates the speed of cyberattacks. And finally, Indian IT stocks are making a comeback, with investors increasingly viewing AI as a growth opportunity rather than a disruption risk for software and IT services companies.

This week, we discuss the Cloudflare CEO's op-ed, upcoming tech IPOs and GitHub getting breached. Plus, ranking our favorite manifestos. Watch the YouTube Live Recording of Episode 573 Runner-up Titles We're not making money so we can't put in place the enshitification strategy. Go easy on the AI I hope they're not using PowerPoint in the Vatican I didn't' come here to talk about the Pope I should take more showers I came to measure and chew bubblegum Matt Ray Dalio is not a wave rider. Usability golf No dependencies, no problems Peak Software We are a safe haven for measures Tools and Rules Rundown Layoffs How do AI Layoffs Work? Some Speculation. How I Choose Which Cloudflare Employees to Replace With AI Revenue and IPO Anthropic is paying SpaceX $15 billion per year OpenAI Prepares to File to Go Public in Coming Weeks SpaceX TAM - $28.5 trillion. US GDP - $31 trillion. GitHub Got Hacked. The AI Security Arms Race is Here NHS Pulls OSS Wiz + Anthropic: Claude Enterprise Meets the Security Graph | Wiz Blog Relevant to your Interests Grafana breach caused by missed token rotation after TanStack attack Introducing UniFi 5G Backup SpaceX not the behemoth everyone thought Microsoft admits its "infuriating" floating AI button was a mistake Microsoft admits forcing the floating Copilot button on Office users was a mistake—but engagement went up anyway IBM and U.S. Department of Commerce Announce America's First Purpose-Built Quantum Foundry, Supported by Proposed $1 Billion CHIPS Award Microsoft open-sources "the earliest DOS source code discovered to date" Blackstone and Google launch $5B TPU cloud venture with 500MW of AI capacity What It Takes to Preserve Floppy Disks U.S. companies have an AI problem. Indian IT wants to be the solution Audio-generation app Huxe, founded by former NotebookLM developers, shuts down Spotify adds AI-powered Q&A and briefing generation features to podcasts Sponsors Sentry - Quit Buggin': use code sdt26 for $100 in credit for new customers Nonsense GE's nugget ice maker is nearly half off if you buy it refurbished Watch: Drones crash into water after Sydney light show malfunction America the Tasty: The Best Breakfast in Every State Listener Feedback Jason built the DepartTime App iPhone App Conferences VMware User Group, Dallas, June 9-11, 2026 WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 25 Free Tickets DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006 DevOpsDays Istanbul, Oct 24th, 2026 , Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Trek Austin Matt: VESA Coté: AI-Generated Summaries Table for Two Slim Daddy's Repair

As the economy undergoes changes, planning your finances becomes more critical than ever. Take advantage of Marcellus' free goal planning and asset allocation service to receive a detailed report: https://plan.marcellus.in/auth?utm_source=Yt&utm_medium=organic&utm_campaign=agenticaiimpact&utm_id=Video&utm_date=&utm_product=aa-------------------------------------------------------------Follow us on:→ X: https://x.com/MarcellusInvest→ LinkedIn: https://www.linkedin.com/company/marcellus-investment-managers/→ Instagram: https://www.instagram.com/marcellusinvest/---------------------------------------------------------------In this episode we analyze the rapid transition from basic AI augmentation to autonomous "Agentic AI". While initial corporate adoption focused on helping human workers, the shift toward independent task execution is changing the global economic landscape. We dive deep into the data behind exploding tech infrastructure spend, shifting corporate hiring trends, and what this means for the future of white-collar employment.

In today's Tech3 from Moneycontrol, we break down why Indian IT stocks fell sharply after OpenAI unveiled a $4 billion enterprise deployment venture, raising fresh concerns around AI-led disruption in the traditional IT services model. We also track IIT Madras deep-tech startups expanding into the US across electric aviation, AI and climate tech, IAMAI's pushback against proposed IT Rules amendments, and Uber CEO Dara Khosrowshahi's India visit where he met Finance Minister Nirmala Sitharaman to discuss Uber's long-term investment roadmap for India.

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04   Intro 00:27   Indian IT's New Line of Sight 13:16   Dollar prices and economic pain 23:51   Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Zwischen Panik und Chance: Künstliche Intelligenz ist bei der Arbeit für viele ein Dauerthema. UX-Designer Johannes hat seinen persönlichen Mittelweg gefunden.**********Ihr hört: Gesprächspartner: Johannes, UX-Designer, fragt sich, wie sich sein Job durch KI verändern wird Gesprächspartnerin: Sabine Pfeiffer, Soziologin an der Uni Erlangen-Nürnberg, forscht zu Veränderung in der Arbeitswelt durch digitale Transformation Gesprächspartner: Roman Briker, Organisationspsychologe Autor und Host: Przemek Żuk Redaktion: Friederike Seeger, Stefan Krombach, Mo Lorenz Produktion: Frank Klein**********Quellen:Shaji George, A. (2024). Artificial Intelligence and the Future of Work: Job Shifting Not Job Loss. Partners Universal Innovative Research Publication, 2(2), 17–37.Frank, M.R., Ahn, Y.-Y. & Moro, E. (2025). AI exposure predicts unemployment risk: A new approach to technology-driven job loss. PNAS Nexus, 4(4).Nnamdi, N., Ogunlade, B. Z. & Abegunde, B. (2023). An Evaluation of the Impact of Artificial Intelligence on Socio-Economic Human Rights: A Discourse on Automation and Job Loss. Scholars International Journal of Law, Crime and Justice, 6(10), 508-521.Sabbar, S. & Khiyaban, S.H.Z. (2023). Algorithms of Displacement: Emotional and Rhetorical Responses to AI-Driven Job Loss in Digital Public Discourse. International Journal of Advanced Multidisciplinary Research and Studies, 3(4), 1324-1331.Sharma, V., Deb, S., Mahajan, Y., Ghosal, A., & Kapse, M. (2025). Psychological impacts of AI-induced job displacement among Indian IT professionals: a Delphi-validated thematic analysis. International Journal of Qualitative Studies on Health and Well-Being, 20(1).**********Mehr zum Thema bei Deutschlandfunk Nova:Emotionaler Support: Ersetzt KI bald unsere Friends?Vom Bienenstock zu Skynet: Wie KI unsere kollektive Intelligenz verändert**********Zusätzliche InformationenHier geht es zum Deutschlandfunk-Podcast: KI verstehenBesonders empfehlen wir die Folge: Chatbots im Kopf - Wie KI unsere Sprache verändert**********Den Artikel zum Stück findet ihr hier.**********Ihr könnt uns auch auf diesen Kanälen folgen: TikTok und Instagram .**********Meldet euch!Ihr könnt das Team von Facts & Feelings über Whatsapp erreichen.Uns interessiert: Was beschäftigt euch? Habt ihr ein Thema, über das wir unbedingt in der Sendung und im Podcast sprechen sollen?Schickt uns eine Sprachnachricht oder schreibt uns per 0160-91360852 oder an factsundfeelings@deutschlandradio.de.Wichtig: Wenn ihr diese Nummer speichert und uns eine Nachricht schickt, akzeptiert ihr unsere Regeln zum Datenschutz und bei Whatsapp die Datenschutzrichtlinien von Whatsapp.

Mukesh Bansal hasn't written code in 20 years. In the last 60 days, he built two fully functional websites, an iOS app integrating four frontier AI models, and a working health tracker — live, on camera, in under an hour.This isn't your usual conversation about AI. It's a live demonstration of what's possible right now.In this solo episode of SparX, Mukesh shares his unfiltered journey from non-technical founder to hands-on builder — and why he believes the distinction between "tech" and "non-tech" has permanently ceased to exist. He walks through everything he's built using Claude Code, what it took to get there, and why he's now telling every senior leader he knows: stop managing, start building.He also brings in four live AI agents — Claude Opus, GPT, Gemini, and Grok — who join the conversation, debate each other, and answer questions in real time. The results are as revealing as they are entertaining.What you'll see built live in this episode:A fully playable Snake game — in under 2 minutesA health tracker that logs fitness, runs guided meditation, and analyses your meal from a photo — all built in under 60 minutes, while recording this podcastWhat you'll take away:Why the barrier between technical and non-technical founders has collapsedHow to think about "terminal roadmaps" — and why resource constraints are no longer an excuseWhat this means for India's 6 million IT services employees and the $300B industry they powerWhy senior managers who refuse to become hands-on builders will be left behindThe one skill that matters more than ever: systems-level thinkingWhy distribution — not code — is now the only real moat"I can build a better version of Myntra in a few weeks. The reason you can't replace Myntra isn't the code. It's the supply chain, the relationships, the distribution."Host: Mukesh Bansal — Founder Myntra, Founder Cult.fit, Partner Meraki LabsClaude Code, AI coding agents, vibe coding, AI programming, non-technical founder, GPT coding, Gemini AI, Grok AI, Claude Opus, AI software development, future of programming, future of software engineering, Indian IT services, IT industry disruption, TCS Infosys Wipro AI, AI startups India, Mukesh Bansal, SparX podcast

At Kochi's Infopark, two models of the IT industry sit 500 metres apart. Infosys and Wipro: sprawling campuses, thousands of engineers, margins built on scale. IBM: a smaller hub, senior-heavy teams, focused on enterprise AI. Same city, completely different bets on the future.India's IT giants are expanding into tier-2 cities because they're cheaper. But AI is quietly making the old logic — hire more, deliver at scale — look like the wrong answer. Infosys and Wipro's stocks have nearly halved since 2021. IBM's has doubled.So what does Kochi reveal about where Indian IT is actually headed?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.

In this episode of Business Line's podcast, Sanjana B speaks with Joseph Anantharaju, Co-chairman & CEO, Happiest Minds Technologies, on how the surge in enterprise AI is reshaping the IT services industry. As players like OpenAI and Anthropic roll out enterprise tools, Anantharaju argues the real opportunity lies in building customised applications on top of these models. He outlines the main barriers to adoption — fragmented data, legacy systems and security concerns — and explains why data quality and governance are now central to AI success. The conversation also looks at how AI is changing software development, pushing engineers towards design, architecture and domain expertise, while nudging firms to move from a coding-led to an outcomes-driven approach. Despite automation, he expects Indian IT to remain a major employer, with demand shifting towards modernisation, security and data-led services. (Host: Sanjana B; Producer: Siddharth Mathew Cherian.

Subscribe to Dostcast Clips:https://www.youtube.com/@dostcastclips?sub_confirmation=1Listen to Dostcast on Spotify: https://open.spotify.com/show/70vrbHeSvrcXyOeISTyBSy?si=be05dbdd564245d9Join the Dostcast Janta Party on WhatsApp for regular updates: https://whatsapp.com/channel/0029VbAZwo5D8SDs5kf94N3TWant to suggest a guest?Fill this form: https://docs.google.com/forms/d/1ft_-1QDs7XpsSWnaPOeF21yUlhk9bzKvwHSyh4hHfBU/edit?usp=drivesdk====================================================================Atul Khatri was selling computers before most of today's comedians were born.Before he became one of India's most loved stand-ups, he spent decades inside the Indian IT industry — the real Rocket Singh life, minus the Bollywood polish. He told me the actual story of how computers entered Mumbai, when fax machines died, and what the analog-to-digital transition really felt like from the inside.But this conversation went way beyond his career.We talked about marriage — whether it genuinely gets boring, why Indian parents obsess over their children's weddings, and the quiet comedy of hen-pecked husbands. We talked about his worst rejection, his love for rock music, his brush with Jethro Tull, and the 90s scene of LP cassette piracy and booking movie tickets by hand.We got into the business of comedy too — how clubs are designed, what Indian comedy looked like before stand-up existed, and why startups keep trying to gamify human connection.And we didn't stop there. Modi's larger-than-life image, Soho House networking, the builder-politician nexus in Maharashtra, pressure on kids, education abroad, cultural diversity — Atul had takes on all of it.I also shared a farewell story from my own life that I've never told on the podcast before.Timestamps:00:00 - Intro01:14 - Agencies vs Artists08:39 - Hen Pecker Husbands?11:24 - Does Marriage Get Boring?14:34 - Indian Parents Obsessed with Children's Marriage17:39 - Is Rocket Singh Based on Reality?21:17 - How He Got Into Computer Industry28:02 - Atul's Worst Rejection29:44 - Analog India vs Digital India32:18 - When Did Fax Machines Go?33:41 - Computer Adoption in Mumbai37:19 - Startups Gamifying Human Connection39:58 - His Love for Rock42:32 - Vinamre's Podcast with Roger Waters?45:03 - Atul Meeting Jethro Tull47:55 - LP Cassettes Piracy in 90s50:34 - Booking Movie Tickets in 90s53:34 - How are Comedy Clubs Designed55:19 - Comedy in India before Stand Ups58:56 - End of Modi's Larger Than Life Perception?1:02:41 - How Atul Looks So Young?1:04:51 - Meeting People at Soho House1:12:22 - Politicians and Builders in Maharashtra1:14:13 - Vinamre's INSANE Farewell Story1:19:14 - The Shrink and The Nut1:25:34 - Pressure on Kids, Education Abroad & Cultural Diversity1:41:01 - Conclusion​​​​​​​​​​​​​​​​====================================================================Vinamre Kasanaa is a writer at heart, podcaster and entrepreneur by craft.He spends a significant part of his time reading and researching.With over 500 podcasts under his belt, he's interviewed everyone—from HNIs and industry leaders to everyday superheroes.Follow Vinamre:LinkedIn: https://www.linkedin.com/in/vinamre-kasanaa-b8524496/Instagram: https://www.instagram.com/vinamrekasanaa/Twitter: https://twitter.com/VinamreKasanaaDostcast: Instagram: https://www.instagram.com/dostcast/Twitter: https://twitter.com/dostcast====================================================================Contact Us:For business inquiries: dostcast@egiplay.com

On April 7, the AI firm Anthropic, which makes the popular Claude product, said that a new model it's been working on, Mythos, is so powerful at finding cybersecurity vulnerabilities that it would not release it publicly. Instead, the company said, it would share the model with tech firms that make the foundational critical software that are widely used across the economy. The initiative, known as Project Glasswing, has led to cybersecurity concerns at most firms, who must now contend with AI-enabled attackers using so-called “zero-day” exploits which are unknown even to a given piece of software's developers, and therefore are not patched through software updates. Mythos, Anthropic says, has already found — and enabled patches for — bugs over a decade old in software that has been intensely audited by humans and automated systems millions of times. The Hindu reported last week that the Union government and the Indian IT sector's main cybersecurity body are both studying the implications of Mythos. Guests: Aseem Jakhar and Sharda Tickoo Host: Aroon Deep Producer: Jude Weston Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's Tech3 from Moneycontrol, Myntra CEO Nandita Sinha is set to exit ahead of Flipkart's IPO, with Sharon Pais likely to take charge. India's CCTV market sees a major reset as Chinese players are pushed out, giving domestic firms a larger share. AI-led hybrid filmmaking is emerging as a new production model in Bengaluru. And Oracle's layoffs are creating a pool of senior tech talent, potentially benefiting Indian IT services firms expanding in AI and cloud.

#stockmarket #finance #investing #reliance #nifty50 #bse #crudeoil #itsector #jio #vedanta #coalindia #modi #iranwar #lpg #businessnewsGet the latest stock market news! Today we cover Reliance Industries' 4% stock plunge due to new export duties, the ongoing energy crisis with LPG updates, and a $7 billion acquisition spree by Indian IT giants. Plus, updates on Jio Financial, Vedanta's demerger, and PM Modi inaugurating a new semiconductor plant.https://shorturl.at/gM97lHow to Use Artificial Intelligence for Investing - Combo of 5 ebooks00:00 Start00:25 Rising Crude oil prices01:42 Rising Gsec yields02:44 US AWACS Aircraft Damaged03:21 Iran Restricts Hormuz Transit05:12 Houthis Enter West Asia Conflict06:51 Govt Boosts Commercial LPG Supply08:00 CIL E-Auction Premiums Hit 35pc09:11 India Relaxes Kerosene Rules10:06 Govt Rules Out Lockdown11:04 IT Firms Ramp Up Acquisitions12:20 Bihar Plans BSPTCL IPO13:32 India-US Trade Deal Progresses14:07 Jio Financial's Insurance Plans14:19 CIL to Invest ₹3,300Cr in Washeries14:57 Reliance Shares Tumble 4pc15:45 PM Modi to inaugurate semiconductor OSAT plant in Gujarat16:10 Vedanta set to split into five listed companies next month16:32 Knowledge Section

India is stepping into its biggest tech transformation yet. From powerful conversations at the Indian Impact Summit to insights from leading voices in AI, this episode explores how India is positioning itself in the global Artificial Intelligence race. We break down the surge in AI investments, the growing role of big players like Reliance and Adani, and what global giants like Qualcomm Ventures see in India's tech future. But the big question remains  are Indian IT firms like TCS, Infosys, and Wipro ready for the AI era? Is India moving beyond its traditional outsourcing model toward true AI innovation and deep-tech leadership? This episode dives into the future of Indian IT, AI startups, enterprise tech, policy shifts, and the billion-dollar race shaping India's digital economy. If you're curious about Artificial Intelligence in India, the future of Indian IT companies, AI investments, and India's place in the global AI revolution  this conversation gives you clarity, context, and the bigger picture. To hear the full breakdown of our top picks. Tune in to the episode now.   Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's Tech3 from Moneycontrol, we unpack how escalating Middle East tensions are putting fresh pressure on Indian IT's diversification strategy and business travel. SEBI chief Tuhin Kanta Pandey cautions investors against chasing IPO listing pops and addresses concerns around the Tiger Global tax verdict. We also track Groww's AI co-pilot GR1 rollout plans and how Iran-Israel tensions are disrupting India's peak summer outbound travel season.

Today's top headlines: Former US President Donald Trump reports Iran's Supreme Leader Ayatollah Ali Khamenei killed in US-Israel strikes, India's crude oil imports face risk amid West Asia tensions, Indian IT stocks drag three-year SIP returns into negative territory, and Auqib Nabi leads Jammu & Kashmir to a historic Ranji Trophy victory. Stay updated with the latest global and Middle East developments, energy market risks, Indian IT sector and SIP trends, sports milestones, and key business and financial news shaping India and international markets.

On Episode 808 of The Core Report, financial journalist Govindraj Ethiraj talks to Ranjeet Mahtani, Partner at Dhruva Advisors as well as Dr Tapan Sahoo, Executive Officer – Digital Enterprise at Maruti Suzuki.SHOW NOTES(00:00) Stories of the day(01:00) Stocks are back in unsure territory(02:43) Indian IT companies are going all out to protect client relationships and stay relevant(03:51) Exporters have one more duty to worry about and this time it as at home(12:21) How Maruti leans on India's innovation ecosystem to drive technology changesRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠

On Episode 807 of The Core Report, financial journalist Govindraj Ethiraj talks to Noshir Kaka, Senior Partner at Mckinsey as well as Akhilesh Tuteja, Partner & National Leader, Clients and Markets at KPMG in India on the sidelines of the Nasscom Technology and Leadership Forum 2026.SHOW NOTES(00:00) Stories of the day(01:00) The IT services industry could grow to $315 billion this year, up 6% says Nasscom.(03:09) Markets take a fresh AI hit(05:43) Where India's next big IPOs could come from?(07:48) The addressable market for Indian IT services companies is actually larger with AI and close to $17 trillion. Can they capture it?Register for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠

Good Morning, I'm Nelson John and today on Top of the Morning we're looking at a world in recalibration. India is about to host the biggest AI summit ever held in the Global South, but AI fears just wiped 5.7 lakh crore off Indian IT stocks. A new Fed Chair is about to change the game in Washington. India now has trade deals spanning 38 countries. And the UN says global growth is slowing but holding. Five stories, one theme. The rules are being rewritten. Listen now. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dive into today's essential stock market updates! US inflation cools to a near 5-year low, Anthropic's valuation surpasses Indian IT giants, and key Q3 results from Ola Electric, Infoedge, Siemens Energy, and more. Plus, India-UK FTA progress, RBI funding curbs, and India's solar boom. Stay ahead with our knowledge section!#stockmarketnews #dailymarketupdate #usinflation #olaelectric #q3results #rbi #indiaukfta #solarenergyindia #nse #bse #investingindia #financialnews #marketanalysis #nifty #sensex 00:00 Start00:50 US Market01:29 US Inflation Near 5-Year Low03:21 Anthropic Valuation Beats Indian IT04:42 Q3 Results Summary07:21 India-UK Free Trade Pact07:58 RBI Tightens Broker Funding08:43 India's Solar Growth12:23 Ola Electric Q3 Results13:47 Infoedge Q3 Results15:42 Siemens Energy Q3 Results16:50 Torrent Pharma Q3 Results17:30 Nykaa–Kiehl's Partnership17:48 Vedanta Challenges Adani Plan18:33 Knowledge Section

Last week, nearly ₹2 lakh crore vanished from Indian IT stocks in just four days. A big reason was Anthropic's new product, Claude Cowork. Suddenly investors were confronted with an unsettling reality: what if the work Indian IT has long depended on is now the easiest to automate?For almost 20 years, India's IT giants have been unstoppable compounding machines. They built empires worth hundreds of billions of dollars by doing one thing very well: renting out smart people by the hour to write code and run technology for Western clients. But when code starts to write itself, what happens to these companies?Conversations about IT services usually lump all these firms together, as if they are the same business with different logos. In this episode, we break them apart. We ask a simple but uncomfortable question: in an AI-first world, who thrives and who gets left behind? We take five of the biggest IT services firms in India's orbit—TCS, Infosys, Wipro, HCL Tech and Cognizant—and rank them on who is best placed right now for what's coming next. Spoiler: the answer is not what the last 20 years of market-cap tables would suggest.To do this, we brought in two people who have lived this industry from the inside.Krishnakumar Natarajan co-founded Mindtree in 1999 and built it into a multi-billion dollar global IT services firm. He later chaired NASSCOM and now runs Mela Ventures, where he backs early-stage deep tech and enterprise startups.Vivek Kant spent over two decades in IT services across Tech Mahindra and Cognizant, then moved to the other side of the table as CTO at Bajaj Markets and as an advisor at Boston Consulting Group. He still codes 3-4 hours a day using AI. You can check out his blogs here.The board is set. The King, the Rook, the Knight, and the Bishop. The question is: who makes the first move?_________This episode of Two by Two was produced by Uddantika Kashyap and mixed and mastered by Rajiv CN, our resident sound engineer. If you liked this episode, share it with your friends and colleagues. And if you have thoughts on the discussion, write to us at twobytwo@the-ken.com.

In today's Tech3 from Moneycontrol, we unpack a reset inside India's GCC ecosystem as over 6,000 jobs were cut even while record hiring continued. We also track why Indian IT stocks remain under pressure amid growing AI driven economic concerns. Plus, the government's evolving stance on liability for AI generated content, and SoftBank's latest results boosted by gains linked to OpenAI.

Good economic data just crashed the market. US job numbers are too strong, meaning interest rates aren't coming down. This hit Indian IT stocks hard. Simultaneously, Oil is heating up again. With the RBI also signaling a pause, are we entering a phase of stagnation? Tune in to find the sectors that survive high rates.

Good economic data just crashed the market. US job numbers are too strong, meaning interest rates aren't coming down. This hit Indian IT stocks hard. Simultaneously, Oil is heating up again. With the RBI also signaling a pause, are we entering a phase of stagnation? Tune in to find the sectors that survive high rates.

Good economic data just crashed the market. US job numbers are too strong, meaning interest rates aren't coming down. This hit Indian IT stocks hard. Simultaneously, Oil is heating up again. With the RBI also signaling a pause, are we entering a phase of stagnation? Tune in to find the sectors that survive high rates.

In early February, Indian IT stocks crashed 6% in a single day—the worst selloff in six years. ₹2 lakh crore vanished. Wall Street lost $300 billion.The trigger? Anthropic launched Claude Cowork, an AI agent that can organize files, parse spreadsheets, and write reports autonomously. For the first time, AI doesn't just assist—it executes entire workflows with minimal supervision. Investors panicked, and experts coined the term "SaaSpocalypse." But is this really the end of software companies, or are we watching an overreaction? Today, host Rachel Varghese unpacks both sides.Tune in.Listen to our episode on Deloitte's AI blunder here. If you have any thoughts on this episode write to us at podcasts@the-ken.com with Daybreak in the subject line. You can also leave us a comment on our website or the YouTube channel here.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.

In today's Tech3 from Moneycontrol, we break down the sharp selloff in Indian IT stocks and why markets are reassessing IT services in an AI-led world. We also look inside the partner exits at Peak XV Partners and what they signal for venture capital economics. Plus, how the US–India trade deal is boosting sentiment for cross-border payment startups, and Marico's acquisition of plant-based nutrition brand Cosmix.

On this episode of Tech 3 Podcast, we break down earnings of delivery partners at platforms such as Zomato and Swiggy, discuss why more ad dollars are flowing to AI chatbots like Gemini, ChatGPT, Perplexity, list the key asks of space tech startups ahead of the Union Budget and tell you why Q3 is going to be a muted quarter for Indian IT firms. Listen in:

In today's Tech3 from Moneycontrol, we break down a power-packed day in tech and startups, from Silicon Valley doubling down on India's deeptech wave with major funding for Airbound and Emergent, to Blinkit, Instamart and Zepto amassing a massive Rs 40,000-crore war chest despite soaring burns. We also unpack the government's notice to Apple over fresh spyware alerts and Microsoft's big AI push with Indian IT giants.

In this episode of Forbes India cover story podcast, Payal Ganguly talks about how the Indian IT sector is redrawing its workforce requirements in view of largescale AI adoption within the organisation. The roles of entry level and middle management in the sector will undergo a shift, with upskilling becoming critical for survival.

Today on the podcast we have Narayana Murthy - Founder and former CEO of Infosys - a giant which reached $100BN, one of the largest companies in history, and transformed India's economy.Infosys - founded in 1981 - offers consulting, IT, and outsourcing services across the globe. Starting with a small loan, 18 years later it became the first ever Indian company to be listed on NASDAQ. Murthy has been listed among the 12 greatest entrepreneurs of our time by Fortune magazine. He has akso been described as the "Father of the Indian IT sector" by TIME.Murthy is also the father-in-law of Rishi Sunak, the former UK Prime Minister.In this episode, we talk about Narayana Murthy's early life and values, how Infosys grew from $40,000 to a multi-billion dollar global enterprise, why he believes in hard work, and the role of entrepreneurship and capitalism in India.Building a purpose driven company? Read more about Giant Ventures at www.Giant.vc.Music credits: Bubble King written and produced by Cameron McLain and Stevan Cablayan aka Vector_XING. Please note: The content of this podcast is for informational and entertainment purposes only. It should not be considered financial, legal, or investment advice. Always consult a licensed professional before making any investment decisions.

In today's Tech3 from Moneycontrol, we deep dive into the newly minted unicorn Dhan that landed a mega $120 million round; We discuss what to expect from Indian IT firms in the upcoming Q2-FY26 earnings season, explore how PhonePe's diversification strategy is gaining traction, and look at Flipkart's likely Rs 950 crore windfall from Aditya Birla Lifestyle.

In today's Tech3 from Moneycontrol, we bring you the top startup and tech stories of the day. PhonePe files draft papers through confidential route for a mega Rs 12,000 crore IPO, while Rapido secures a $350 million investment from Prosus. Apple ramps up iPhone machinery manufacturing in India to reduce China dependency, and the Trump administration's wage-based H-1B plan could reshape Indian IT. Plus, we sat down with Ultraviolette founders as the EV maker prepares a new factory and a mass-market push.

Nvidia said it planned to invest up to $100bn in OpenAI to support a massive build-out of artificial intelligence data centres, Oracle's Safra Catz is stepping down as chief executive and the US is considering a “large and forceful” intervention to support Argentina through a bout of severe market volatility. Plus, shares in Indian IT companies fell after US President Donald Trump sharply raised the application fee for H-1B visas. Mentioned in this podcast:Nvidia to invest up to $100bn in OpenAIOracle splits CEO role as Safra Catz steps downTikTok algorithm to be overseen by Oracle in Trump dealUS offers financial lifeline to Argentina's Javier MileiIndian IT shares fall over fears from Trump's $100,000 H-1B visa feeUntil 29th October, you can save 40% on a standard annual digital subscription at ft.com/briefingsaleToday's FT News Briefing was produced by Katya Kumkova, Sonja Hutson, and Marc Filippino. Additional help from Alex Higgins and David da Silva. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

In today's Tech3 from Moneycontrol, we break down why Trump's proposed $100,000 H-1B visa fee may not rattle Indian IT as much as feared, why Swiggy's Instamart needs a $500 million boost to stay competitive, how Groww is diversifying its business ahead of its IPO, and PhonePe's revenue and profit surge as it gears up for a market debut.

In this edition we track Sebi's eased IPO norms and how investment banks are capitalising on the rising trend of companies going public. Find an analysis of how far Apple has deepened sourcing from India, an opinion piece on how Indian IT should navigate the current geopolitical and technological changes and how recent events shrink America's status as a reliable security partner. Besides more news from the world of business, also check out the MC Insider where we capture some interesting corporate gossip.

In this edition we track India's progress on trade deals with the European Union and the United States, Apple's price hike over the years, and an 8-year trend of falling dependency on H1B visas for Indian IT companies. Also find, a Moneycontrol exclusive with Dabur CEO Mohit Malhotra. Also inside: Cyber audits for MSMEs, Bollywood's fight against deepfakes and India's first all-AI band, Trilok.

Amid Trump's tariff wars, American firms have stepped up hiring in India, underscoring the country's importance as a talent hub. Nandan Nilekani tells Moneycontrol that AI won't kill Indian IT, “such obituaries have been written before”. Also find an exclusive interview with Naveen Jindal as he addresses wide ranging topics. Also inside: India's consumer credit story, trade moves, and our data story of the day.

First, we talk to The Indian Express' Divya A about the new developments between India and Maldives. She shares that PM Modi recently visited the Maldives and attended their Independence Day celebrations, even though almost since the last two years the relationship between the two countries hasn't been at its best.Next, we talk to The Indian Express' Amit Kamath about 19-year-old Divya Deshmukh becoming the FIDE Women's World Cup Champion and defeating the Indian Chess Giant Koneru Humpy. He shares her journey and the significance that it holds for Indian Chess. (10:17)Lastly, we talk about Tata Consultancy Services or TCS announcing that it will be laying off 2% of its workforce and how this might impact the Indian IT industry. (22:47)Hosted by Niharika NandaProduced and written by Niharika Nanda and Shashank BhargavaEdited and mixed by Suresh Pawar

On Episode 642 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Jain, Director at Dolat Capital.SHOW NOTES(00:00) Stories of the Day(01:09) A Short Take(04:20) The markets reverse three day losing streak(06:02) Indian IT companies are downsizing, does that make them more attractive as investments?(16:19) India is set to overtake the US in clean energy generation(17:30) Dissenting voices have begun in the US-EU deal, what is the future of all such deals?(18:37) A DeepSeek competitor emerges from China again(19:44) Shailesh Jejurikar to take over as Procter & Gamble global CEO from January 1(20:08) Tesla's amazing financial engineering and the shocking revenue breakup⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.investing-referral.com/aff303⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠

JSW Cement's IPO is now sized at $415M, with plans to debut early August, as Apollo and SBI join the offer-for-sale. Goodyear is offloading its India farm tyre unit for $300M under its cost-cutting revamp. On trade, the UK-India FTA may be a long-term gamechanger, opening doors for British firms in Make in India and giving Indian exporters access to UK's $122B procurement market. Meanwhile, MoEngage eyes a $200M fundraise, Indian IT majors deliver mixed Q1 results, and shooting gets its own IPL-style league. Also this week: Vajpayee's secret Israel mission and a tribute to Jim Corbett at 150.

In today's Tech3 from Moneycontrol, Tesla confirms its India entry with a showroom launch on July 15, and Elon Musk's X slashes subscription prices in India by up to 47%. We also decode which Indian state tops UPI usage, explore Apple's plan to manage the Foxconn engineer exodus in Tamil Nadu, and unpack how Indian IT giants like TCS, Infosys, and Wipro are going all in on Gen AI by partnering with startups. Tune in for your daily dose of startup and tech news!

Microsoft, Amazon, Google, GS, JP Morgan Chase, Deloitte, Walmart, Bosch, Adobe, Target, Salesforce, AstraZeneca.What's common to these dozen organisations? Other than the fact that they are, well, large, well-respected and innovative?They all operate their own development and innovation centres in India. Often sprawling campuses and offices across multiple cities, filled with Indian engineers, project managers, product experts, designers, HR, finance and, well, virtually every function that's required to run a business.They're called GCCs. Global Capability Centres.There are over 1,000 global organisations that collectively operate over 1,700 GCCs across India. They employ over 2 million professionals. They generate over $40 billion in annual value, set to surpass $100 billion in another five years.So, what's the problem?Well, most GCCs are technically doing work that could have been outsourced to Indian outsourcers like Infosys, TCS, Wipro, HCL, etc. In fact, GCCs are so successful a strategy that they're growing much faster than Indian outsourcers.And as if taking away potential revenue from Indian outsourcers weren't enough, GCCs are now also taking away talent. That's right. They're hiring experienced and talented professionals using higher salaries, better brands and the promise of better work.It appears to be a zero-sum game. A pie that isn't growing.Both our guests for today's episode are experts on GCCs, and they had a lot to say about the same. Our first guest is Narayana Ramamurthy, whom you'll hear us address as ‘Naru' throughout the discussion. Naru is the founder and CEO of Workfutr, a company which enables US and European organisations to harness India's offshore capability in technology, operations, and transformation. And our second guest is Karthik Padmanabhan, who is the managing partner for GCCs at Zinnow, a global management and consulting firm founded in 2002 that partners and advises global enterprises, outsourcers, PE firms around AI, automation, outsourcing and well, GCCs.Welcome to episode 49 of Two by Two.-Additional reading:ANSR's Ahuja duo on why “everybody, from Victoria's Secret to Google, will do pretty much the same thing in India” - https://the-ken.com/story/ansrs-ahuja-duo-on-why-everybody-from-victorias-secret-to-google-will-do-pretty-much-the-same-thing-in-india/GCCs could pose a potential threat to Indian IT - https://analyticsindiamag.com/gcc/gccs-could-pose-a-potential-threat-to-indian-it/-This episode of Two by Two was produced by Hari Krishna. Rajiv CN, our resident sound engineer, mixed and mastered this episode.If you liked this episode of Two by Two, please share it with your friends and family who would be interested in listening to the episode. And if you have more thoughts on the discussion, we'd love to hear your arguments as well. You can write to us at twobytwo@the-ken.com.

In today's Tech3 from Moneycontrol, we break down the Kamath brothers' Rs 250 crore investment in InCred, India's game-changing 100% GPU subsidy for AI model builders, and why the falling rupee isn't all good news for Indian IT giants. We also dive into Rainmatter's refreshing investment philosophy and the explosive rise of bite-sized micro-dramas in India. Tune in for sharp, updates from the world of startups, tech, and business.

In this insightful conversation, Phil Fersht, CEO and Chief Analyst at HFS Research, sits down with Angan Guha, CEO & MD at Birlasoft and a global tech and services industry veteran. With over 30 years at Wipro and now leading a fast-growing mid-sized IT firm, Angan shares his unique perspectives on leadership, global capability centers (GCCs), the evolving role of Indian IT, and how GenAI is reshaping the workforce. From navigating geopolitical shifts and economic uncertainty to preparing talent for the AI-driven future, this discussion is packed with practical wisdom, career advice for the next generation, and reflections on what it takes to differentiate and thrive in a rapidly changing industry. A must-watch for anyone interested in digital transformation, talent strategy, and the next wave of innovation in tech services. Subscribe to stay up to date with our visionary research, insights, and upcoming events: https://www.hfsresearch.com/subscribe/

Morse code transcription: vvv vvv Indian IT giant investigates M and S cyber attack link Twelve injured in knife attack at Hamburg railway station Billy Joel cancels tour after rare brain condition diagnosis Hectic two weeks leaves Russia confident and peace in Ukraine feeling no closer Man steering Norway ship that crashed into a garden was asleep, police say Donald Trumps tariff plans could spark global economic shock Trump threatens tariffs on Apple iPhones and EU products Robbery gang guilty of Kim Kardashian heist in Paris US Treasury confirms the end of the penny As Israel faces diplomatic tsunami, Trump is staying quiet

Morse code transcription: vvv vvv Hectic two weeks leaves Russia confident and peace in Ukraine feeling no closer Robbery gang guilty of Kim Kardashian heist in Paris US Treasury confirms the end of the penny Twelve injured in knife attack at Hamburg railway station Billy Joel cancels tour after rare brain condition diagnosis Man steering Norway ship that crashed into a garden was asleep, police say Donald Trumps tariff plans could spark global economic shock Trump threatens tariffs on Apple iPhones and EU products As Israel faces diplomatic tsunami, Trump is staying quiet Indian IT giant investigates M and S cyber attack link

Morse code transcription: vvv vvv Man steering Norway ship that crashed into a garden was asleep, police say Indian IT giant investigates M and S cyber attack link Hectic two weeks leaves Russia confident and peace in Ukraine feeling no closer Robbery gang guilty of Kim Kardashian heist in Paris Trump threatens tariffs on Apple iPhones and EU products Billy Joel cancels tour after rare brain condition diagnosis As Israel faces diplomatic tsunami, Trump is staying quiet Twelve injured in knife attack at Hamburg railway station Donald Trumps tariff plans could spark global economic shock US Treasury confirms the end of the penny