It's been 6 months since I joined , and one thing has been crystal clear to me from day 1.
We like doing big things (and often).
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Jonathan Ananda
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Jonathan Ananda’s Tweets
If there is one Twitter that lawyers / businessmen should follow its . These guys are clear and thorough.
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Indian companies are being fattened at home. And killed at the market.
In this week's edition of The Nutgraf, @peegeekay writes on the 'foie gras-isation' of startups.
Link: the-ken.com/the-nutgraf/ho
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What message are the collegium judges of the Supreme Court sending to India’s minorities by ignoring solid evidence of extreme anti-minorities views displayed by Victoria Gowri, maintaining a steady silence for past 5 days since my article & 3 days since lawyers’ protest letter?
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Indian companies are being fattened at home. And killed at the market.
In this week's edition of The Nutgraf, writes on the 'foie gras-isation' of startups.
Link: the-ken.com/the-nutgraf/ho
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Great story here by on how PhonePe's superpower is that it owns the entire UPI stack.
But that aside, interesting infographic I found inside - Google Pay runs a much beter P&L ship though. Making 67cr profits while PhonePe makes 2014 cr loss.
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"PhonePe has more ownership on banks' UPI stack than Google Pay." the-ken.com/story/whats-ke
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Today’s story is about the following set of characters— 2300 stranded home buyers, 1400 cr paid in EMIs, a clever builder, a bankruptcy loophole, lawyers at a loss, policy makers surprised, and other developers taking note of a new disruptive loophole.
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In 2020, PM Modi promised to cover all six lakh Indian villages with optical fibre connectivity in the next 1,000 days.
That promised deadline will end in five months.
takes stock of the project in this week's Tech x Policy:
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With changes announced at the Union Budget yesterday, the new tax regime has covered a lot of distance and has become more attractive.
But for many, it will not be enough, writes in this week's Ka-Ching!
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Internet connection in rural India remains a privilege—despite thousands of crores in the USOF.
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Grocery is the ever-elusive prize in Indian e-commerce.
And Flipkart is making another grab for it.
And this time, it's going all-out, writes in this week's edition of Trade Tricks.
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The Adani Enterprises stock still trades less than the FPO price. The FPO's fate will be known tonight. Its repercussions will go much farther - in future fundraises, indices, infra projects & more. & I detail the domino effect
the-ken.com/story/the-domi
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If you've been following The Ken, & have been consistently putting out deeply reported stories on the Adani Group corporate developments. Today's yet another sharp analysis: the-ken.com/story/the-domi
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In this week's Ed Set Go:
• In two years, the alt-MBA edtech firm Stoa School has carved a nice little niche with the MBA-aspirant crowd by taking a counterintuitive stand.
And its latest ads show why it is the ultimate anti-brand, writes
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Gig workers need some form of social security. There is even a 2020 code that Centre proposed that will see cos set aside 1-2% of their rev for this. But it has not seen the light of the day. has an insightful read on why that's the case
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The Adani Enterprises stock has crashed today to Rs 2,881. This is much below the FPO floor price of Rs 3,112. What happens to the FPO? I had written in Ka-ching! at y'day that the real test of the FPO will be from Jan 27 to Jan 31.
the-ken.com/kaching/adani-
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18 months back. 🙃
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If you're following all the action on what's going on with the Adani Group, yesterday, their CFO was asked on live television on NDTV about @anandg_kalyang's fantastic story which we published in April at @TheKenWeb
The response is...well, I'll let you judge it for yourself.
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Yesterday's newsletter talks about Indian govt's plan to promote competitor to Android/iOS. Tendency to build govt competitor to pvt entities can harm business sentiment. Govt needs to make the case why this is the least invasive way to address market dominance issues.
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The Adani group is eyeing proceeds from a Rs 20,000-crore FPO for its green hydrogen goals, while analysts posit Reliance could use an Infrastructure Investment Trust for the same.
How do they stack up?
explores in this week's Green Margins:
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What do you think the Union budget should have for the education sector in India? (incl edtech?)
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No one has mastered the sales pitch as well as
They didn’t just master it, they built the biggest, baddest flywheel of FOMO in recent times—one that could put the best FMCGs to shame.
Great story by worth subscribing
the-ken.com/edsetgo/the-by
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Byju's K-12 math and sci content are great explainers. Slick, well-edited, informative reference points for a concept or a doubt. But are they worth multi-year subs?It was always going to be tricky to sell static content packages to the online generation. That didn't stop Byju's
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No one mastered the sales pitch as well as Byju's.
But last week, it announced that it was shifting to "virtual-only" sales, i.e. no in-person sales calls.
Why is Byju's giving up its core business model?
@OBanerji explains why in this week's Ed Set Go: the-ken.com/edsetgo/the-by
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"Byju’s K-12 category, its first & favourite child, is living out its numbered days as a fund-sucking zombie. Even as its strongest pillar and its advantage over its competitors - its sales engine - has become its biggest weakness." - in EdSetGo the-ken.com/edsetgo/the-by
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No one mastered the sales pitch as well as Byju's.
But last week, it announced that it was shifting to "virtual-only" sales, i.e. no in-person sales calls.
Why is Byju's giving up its core business model?
explains why in this week's Ed Set Go:
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Full Responsibility
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As someone who has criticised the collegium for shrouding itself in secrecy, this newfound transparency in its functioning deserves all credit. CJI Chandrachud colleg has revealed to the world the homophobic objection of the centre to Kirpal’s candidature.
Hoping this continues.
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The idea of an Indian mobile OS is doomed to fail if we don't learn from our past experiences—and from China's, writes in this week's Tech x Policy.
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Not to mention 8 super-interesting and topical weekly newsletters covering a breadth of topics. All subscriber-only too.
3 podcasts.
A never-ending scroll of original infographics.
We ❤️ business. But we ❤️ our subscribers even more 🥰
the-ken.com/pricing/
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If you aren't a subscriber yet, you are missing out on what business journalism could/should be. Original, well-crafted, analytical, and most importantly, interesting. Here's a thread with just some of our recent stories over the last 2 week.
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While India has created a new joint venture to ensure supply of critical raw materials for green tech, the skew in the global supply chain is too large. It has red all over it, shows the new IEA report. I write in Green Margins today:
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The Good Glamm group, the content-to-commerce company, has acquired 12 brands in last 2 yrs. As the group scales down its marketing budgets, how its user retention fares will be key for the brands, writes the-ken.com/story/us1-2b-g
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The risk of overdependence on China and a few other countries in the clean technology supply chain is already manifesting.
Prices of cobalt, lithium, and nickel have shot up over the last couple of years—leading to EV battery prices rising for the first time in a decade.
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Also, TIL that there's a market for Crocs stickers. 🙄
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You can sign up for a four-week trial with just your email id.👇
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I can't stand Crocs clogs. Don't understand what people see in them.
But TIL that the brand is popular enough to be one of the most important biz drivers for footwear retailer Metro Brands.
From 's retail and commerce newsletter Trade Tricks 👇
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Crocs's India revenue for FY14-15 was a measly Rs 75 crore ($9.2 million).
But it's been a different story ever since.
In 2015, Crocs roped in footwear retailer Metro as a franchisee.
By FY19-20, Crocs's revenue had risen 3.5X to Rs 260 crore ($32 million).
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India has a lofty goal of eliminating TB by 2025. Serum has sought an EUA for its rBCG vaccine. Its investee MyLab is rushing in with TB diagnostics. In today's FREE story lays bare the science, business & conflicts of interest in this race
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The National Test Agency has re-introduced a clause that says JEE aspirants need not only a rank but also 75% in their boards to get admission to a public college.
Now, students want the JEE postponed.
explains why in this week's Ed Set Go:
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Looking forward to speak to some of you for the next episode of Cost to Company !
RT to amplify plzzz
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Incredible story, this. Must read 💯
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The PM's target of TB eradication by 2025 has sent the health ministry scrambling.Serum is seeking EUA for its rBCG vaccine. Its partner MyLab has rushed in with a set of TB diagnostics, derailing procurement of TruNat & TB program. My story FREE signup: the-ken.com/why-india-and-
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