The Morning Brief

As Anthropic files confidentially for an IPO with a reported valuation nearing $1 trillion, markets are watching closely. Host Anirban Chowdhury talks to Daniel Newman, CEO at data intellegince, research and advisory firm The Futurum Group to break down what investors should really scrutinise from enterprise attrition data to compute cost commitments. They unpack the revenue optics inflated by cloud credits, the profitability timeline that could stretch years, and why buying on Day One may be a risky bet. Newman also weighs in on whether going public will force Anthropic into a tension between quarterly expectations and long-horizon research and what OpenAI can learn from watching Anthropic go first.

You can follow Anirban Chowdhury on his social media: X and Linkedin

Check out other interesting episodes like:ET Deep Dive: Swipe Left on Reality,India wants manufacturing at 25% of GDP — will AI in factories help?, Tanay Kothari Wants To Kill The Keyboard, From Doer to Director: The LinkedIn Playbook for the AI Agea, Semaglutide Goes Generic: Big Pharma’s Moat Breaks  and much more.

Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

See omnystudio.com/listener for privacy information.

Wockhardt's FDA approval of Zaynich marks a historic first, the only drug entirely discovered and developed by an Indian company to clear US-FDA scrutiny. ET’s pharma editor Vikas Dandekar and Rica Bhattacharyya talk to Habil Khorakiwala, Chairperson of Wockhardt who unpacks the 25-year innovation journey behind this milestone. From a deliberate pivot to antibiotics when big pharma was exiting the space, to navigating financial turbulence, asset sales, and regulatory hurdles, Khorakiwala reflects on strategic patience and scientific conviction. He also outlines peak sales projections of $1.5–2 billion, the US commercial roadmap led by daughter Zahabiya, and a robust pipeline of blockbusters ahead.

You can follow Vikas Dandekar on his social media: X or Linkedin and Rica Bhattacharyya on her X and Linkedin

Check out other interesting episodes like:ET Deep Dive: Swipe Left on Reality,India wants manufacturing at 25% of GDP — will AI in factories help?, Tanay Kothari Wants To Kill The Keyboard, From Doer to Director: The LinkedIn Playbook for the AI Agea, Semaglutide Goes Generic: Big Pharma’s Moat Breaks  and much more.

Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

See omnystudio.com/listener for privacy information.

The rupee has briefly touched an all-time low of 96.96 in May. Is the psychological 100-to-the-dollar mark now inevitable? In this episode of The Morning Brief, Rozebud Gonsalves speaks to economists from leading financial institutions–Gaura Sengupta, chief economist at IDFC First Bank, Kanika Pasricha, chief economic advisor, Union Bank of India, Madhavi Arora, chief economist, Emkay Global Financial Services and Dhiraj Nim, economist and FX Strategist, ANZ–about where the rupee is headed, the role of oil prices, tariffs, geopolitics and capital flows, who benefits from a weaker currency, and whether the RBI can slow the slide. Most importantly, is this depreciation a warning sign or simply the cost of India's integration with a changing global economy?

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You can follow Rozebud Gonsalves on his social media: X and Linkedin

Check out other interesting episodes like:ET Deep Dive: Swipe Left on Reality,India wants manufacturing at 25% of GDP — will AI in factories help?, Tanay Kothari Wants To Kill The Keyboard, From Doer to Director: The LinkedIn Playbook for the AI Agea, Semaglutide Goes Generic: Big Pharma’s Moat Breaks  and much more.

Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

See omnystudio.com/listener for privacy information.

What does it take to back India's highest-grossing films three years in a row? Host Anirban Chowdhury and ET’s film journalist and critic Rajesh N Naidu talk to Jyoti Deshpande, President - Jio Studios, Media & Content Business -Reliance Industries Ltd, who pulls back the curtain on how she green-lights films, why she rejects 98 out of every 100 ideas, and what Indian cinema needs to do to crack the global market. From Stree 1 to Stree 2, Laapataa Ladies to Dhurandhar Jyoti reveals the method behind the madness. She shares Mukesh Ambani's first principles that shaped JioStudios' rise, why she bets on the filmmaker's conviction over star power, and how Indian studios must think about vertical integration, regional crossover, and eventually competing with Hollywood.

You can follow Anirban Chowdhury on his social media: X and Linkedin

Check out other interesting episodes like:ET Deep Dive: Swipe Left on Reality,India wants manufacturing at 25% of GDP — will AI in factories help?, Tanay Kothari Wants To Kill The Keyboard, From Doer to Director: The LinkedIn Playbook for the AI Agea, Semaglutide Goes Generic: Big Pharma’s Moat Breaks  and much more.

Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

See omnystudio.com/listener for privacy information.

Operation Octopus is Hyderabad Police’s ambitious multi-phase crackdown on the infrastructure behind cyber fraud — not just the small fish, but the entire ecosystem. From mule accounts and rogue bank employees to ghost SIMs and crypto networks, each phase peels back a new layer of a sprawling criminal enterprise spanning multiple states and international actors. Commissioner VC Sajjanar estimates four hundred crore rupees is lost annually in Hyderabad alone. Yet kingpins remain at large. 

Based on Shilpa Ranipeta’s ground investigation, Anirban Chowdhury narrates how a single Facebook scam unravelled into one of India’s most complex cybercrime investigations.

You can follow Anirban Chowdhury on his social media: X and Linkedin

Check out other interesting episodes like: ET Deep Dive: Swipe Left on Reality,India wants manufacturing at 25% of GDP — will AI in factories help?, Tanay Kothari Wants To Kill The Keyboard, From Doer to Director: The LinkedIn Playbook for the AI Agea, Semaglutide Goes Generic: Big Pharma’s Moat Breaks  and much more.

Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

See omnystudio.com/listener for privacy information.

India has 80 million stray dogs and accounts for 30 percent of the world's rabies deaths. The Supreme Court's latest judgment proposes capturing and relocating strays from schools, hospitals, religious and tourism sites  but the experts on this episode argue it may do more harm than the problem it set out to solve. Host Anirban Chowdhury sits down with Gauri Maulekhi, Trustee of People for Animals, Alokparna Sengupta, Managing Director of Humane World for Animals India, and Luke Gamble, Founder and CEO of Mission Rabies, on why India's animal birth control programme collapsed despite 25 years of policy, what Malawi's rabies elimination model teaches us about structural solutions, and whether a judgment meant to protect citizens is quietly pushing India toward a less humane future.

See omnystudio.com/listener for privacy information.

Physical AI is being seen as the next frontier of artificial intelligence. Not AI that lives on screens. But AI that can navigate and operate in the real world — from humanoid robots and warehouses to factories and homes. But these systems need enormous amounts of real-world human activity data to learn movement and physical tasks. And increasingly, India is emerging as a low-cost training ground for that data collection. In this episode, Host Anirban Chowdhury talks to ET’s Puran Choudhary and Disha Acharya on wearable cameras, AI data pipelines, privacy risks, regulatory gaps and the hidden human layer powering the next AI boom.

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You can follow Anirban Chowdhury on his social media: X and Linkedin

Check out other interesting episodes like:ET Deep Dive: Swipe Left on Reality,India wants manufacturing at 25% of GDP — will AI in factories help?, Tanay Kothari Wants To Kill The Keyboard, From Doer to Director: The LinkedIn Playbook for the AI Agea, Semaglutide Goes Generic: Big Pharma’s Moat Breaks  and much more.

Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

See omnystudio.com/listener for privacy information.

 When the Chief Justice of India Surya Kant called young professionals “cockroaches,” he likely didn’t anticipate a political uprising on social media. Host Dia Rekhi speaks to Sudhanshu Kaushik,president and CEO of the Centre for Youth Policy and Political commentator and Visiting Fellow - India Foundation Rajat Sethi, about the party— a meme-turned-movement that amassed 20 million followers, outpaced the BJP on Instagram, and triggered a government crackdown. Is this genuine youth disillusionment or chronically-online noise? And what does it signal for India’s political future?

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You can follow Dia Rekhi on social media: Linkedin & X

Check out other interesting episodes like:ET Deep Dive: Swipe Left on Reality,India wants manufacturing at 25% of GDP — will AI in factories help?, Tanay Kothari Wants To Kill The Keyboard, From Doer to Director: The LinkedIn Playbook for the AI Agea, Semaglutide Goes Generic: Big Pharma’s Moat Breaks  and much more.

Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

See omnystudio.com/listener for privacy information.

Kerala has long been India’s healthcare model — high literacy, strong outcomes, a diaspora that pays for quality care. Now, private equity giants KKR and Blackstone are betting big on it, pumping nearly $900 million into the state’s hospitals in just two years. For global funds, the logic is simple: chronic disease, ageing patients, NRI money. For doctors like Charlie Cherian, who spent decades building a community hospital from scratch, the math is more personal. Can independent, affordable, doctor-run hospitals survive the corporate onslaught? And what happens to patients when healthcare becomes just another asset class?

Reported by Alenjith K Johny, narrated for audio by Anirban Chowdhury

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HP’s MD and SVP for India, Bangladesh and Sri Lanka Ipsita Dasgupta joins ET’s Anirban Chowdhury in the latest Corner Office Conversation to discuss why India’s PC story is still in its early stages — and how AI PCs, creators, SMEs and students could drive the next wave of growth. She explains why HP sees “a PC in every child’s hands” as a national opportunity, how AI-powered computing could change productivity for enterprises and creators alike, and why India may emerge as a critical manufacturing and innovation hub in the global tech supply chain. She also speaks candidly about women in leadership, risk-taking, workplace culture and building communities that help women succeed in tech.

You can follow Anirban Chowdhury on his social media: X and Linkedin

Listen in to the episode of Corner Office Conversation with Sridhar Vembu, CEO, of Zoho Corporation, Corner Office Conversation with Gunjan Soni, Country Managing Director, Youtube India, Corner Office Conversation with  G.V. Prasad, Co-Chairman and Managing Director Dr Reddy’s Laboratories Ltd, Corner Office Conversation with Rajan Anandan, Managing Director, Peak XV & Surge and much more.

Catch the latest episode of “Corner Office Conversation” on: Spotify, Amazon Music, Apple Podcasts,and wherever you get your podcasts from.

See omnystudio.com/listener for privacy information.