{"podcast":{"title":"Daybreak","slug":"daybreak-5886514","podcast_index_feed_id":5886514,"rss_url":"https://feeds.transistor.fm/daybreak-3e66db67-ddb3-4cd3-9ba9-460bd586dcbb","website_url":"https://the-ken.com/podcasts/daybreak/","image_url":"https://img.transistorcdn.com/Rt-MphGW4guEnb5R-2LjdE-AT6d9TYlATK0FInBEFEo/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS85ODhl/ZWM4NmEwZTcxZjZk/MDRlYjAzNTNkMjJi/ZGQ2YS5wbmc.jpg","author":"The Ken","episode_count":769,"summary":"Business news is complex and overwhelming. It doesn’t have to be. Every day of the week, from Monday to Friday, Daybreak tells one business story that’s significant, simple and powerful. Hosted from The Ken’s newsroom by Snigdha Sharma and Rachel Varghese, Daybreak relies on years of original reporting and analysis by some of India’s most experienced and talented business journalists.","last_synced_at":"2026-06-17T12:21:28.397658+00:00","page_url":"https://stenobird.com/podcast/daybreak-5886514"},"episode":{"title":"IBM, Infosys, and Wipro entered Kochi. Only one emerged unscathed","slug":"ibm-infosys-and-wipro-entered-kochi-only-one-emerged-unscathed","published_at":"2026-04-26T20:30:00+00:00","page_url":"https://stenobird.com/podcast/daybreak-5886514/ibm-infosys-and-wipro-entered-kochi-only-one-emerged-unscathed","show_page_url":"https://stenobird.com/podcast/daybreak-5886514","url":"https://share.transistor.fm/s/5a801225","audio_url":"https://media.transistor.fm/5a801225/b02068c0.mp3","summary":"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.","meta_description":"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 s…","key_points":[],"chapters":[],"topics":[],"duration_seconds":721,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/daybreak-5886514/episodes/ibm-infosys-and-wipro-entered-kochi-only-one-emerged-unscathed/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/daybreak-5886514/ibm-infosys-and-wipro-entered-kochi-only-one-emerged-unscathed.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}