The Morning Brief

Iran's current crisis isn't just another protest cycle, it's a convergence of systemic failures. A decades-old illusion of invincibility crumbled when US-Israeli bombs struck its nuclear facilities. Tehran's water crisis last autumn exposed the regime's inability to provide basic necessities, igniting rage that economic sanctions and 40-50% inflation had already primed. What began as bread-and-butter grievances morphed into brazen political dissent: women publicly burning portraits of Supreme Leader Khamenei. In this episode, host Anirban Chowdhury talks to Kabir Taneja, Deputy Director and Fellow with the Strategic Studies Programme at Observer Research Foundation about Iran's unraveling. The geopolitical architecture Iran built, its "axis of resistance", lies in ruins. Israel systematically dismantled Hamas, Hezbollah, and Houthi capabilities, leaving Tehran exposed and its proxies toothless. Even moderate President Pezeshkian backs the crackdown, alienating young voters. For India, this isn't abstract geopolitics. One-fifth of global oil transits the Strait of Hormuz; any Iranian desperation to play there inflates import bills and triggers rupee pressure. Chabahar Port ambitions stall. Basmati exporters await frozen payments. The danger isn't revolution, it's an erratic, cornered regime with nothing left to lose. Listen in.You can follow Anirban Chowdhury on his social media:X and LinkedinCheck out other interesting episodes like: When Grinch Almost Stole Gig Workers' Christmas, How Will a Volatile ₹ Impact You in 2026?, How Quick Commerce is Triggering a Health Crisis for Gen Z, India’s Labour Law Reboot, Viral to Valuation: Building Women’s Cricket as a Brand 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 assumes the BRICS chair amid profound contradiction. What began as an emerging economies coalition has become an unwieldy 10-nation bloc including Gulf states, Egypt, and Ethiopia bound more by grievance than vision. Host Anirban Chowdhury speaks with Alicia García-Herrero, chief economist at Natixis, and former BRICS Sherpa Sanjay Bhattacharya to explore whether BRICS can deliver tangible cooperation or remain trapped in anti-Western posturing. For India, the chairmanship means navigating between dollar-defiant Russia and hegemonic China while preserving Western partnerships. External Affairs Minister S. Jaishankar's "inclusive development" focus signals intent, but execution trumps rhetoric. The bloc's value lies in widening the negotiating table, not replacing existing systems. India's test: shaping BRICS without being shaped by it, proving genuine multipolarity requires Indian leadership, not Chinese dominance masquerading as collective action. The world watches whether Delhi extracts concrete benefits from this proving ground. Listen in:You can follow Anirban Chowdhury on his social media:X and LinkedinCheck out other interesting episodes like: When Grinch Almost Stole Gig Workers' Christmas, How Will a Volatile ₹ Impact You in 2026?, How Quick Commerce is Triggering a Health Crisis for Gen Z, India’s Labour Law Reboot, Viral to Valuation: Building Women’s Cricket as a Brand 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.

Silicon Valley is experiencing its biggest platform shift in decades, but beneath the frenzy lies a brutal correction in progress. An early-stage AI investor reveals the uncomfortable truths emerging from the epicenter of the boom. Host Swathi Moorthy talks to Apoorva Pandhi, Managing Director of Zetta Venture Partners about why the honeymoon is over. What began as wild experimentation now faces merciless ROI demands. Startups are securing nine-figure valuations with little more than demos. The mortality rate between seed and Series A has never been higher. Each breakthrough from major AI labs creates an instant graveyard of obsolete startups entire business models evaporate overnight. This isn't typical market turbulence. Researchers, not traditional founders, now command the power. Mega-funds are abandoning late-stage discipline to chase seed deals with oversized checks. The math has broken. And at the heart of it all: a dangerous gap between what AI companies are worth and what they can actually deliver. The reckoning won't be gradual, it's already underway, and most won't see it coming.You can follow Swathi Moorthy on her social media: X and Linkedin Check out other interesting episodes of ET in the Valley: ET in the Valley:  Grant Lee, Co-Founder & CEO of Gamma, ET in the Valley: Databricks Co-founder Patrick Wendell, ET in the Valley: Replit Founder and CEO Amjad Masad, ET in the Valley: ElevenLabs Co-Founder Mati Staniszewski 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's quick service restaurant sector witnessed a seismic shift as Devyani International and Sapphire Foods merged to create the country's largest listed QSR platform with over 3,000 stores and consolidated revenue exceeding ₹7,800 crore. The deal brings KFC and Pizza Hut operations under one franchisee, promising annual synergies of ₹210-225 crore and positioning the entity as a formidable challenger to Jubilant FoodWorks' Domino's empire. But size alone won't guarantee success. As India's food services market fragments with regional players and artisanal chains disrupting legacy brands, the combined entity faces a critical question: can it deliver the agility needed to compete in an increasingly brand-agnostic landscape where Gen Z consumers show little loyalty? Host Anirban Chowdhury talks to ET’s Ratna Bhushan and Ankur Bisen, Management Consultant, Author And Senior Partner At The Knowledge Company about how the merger unlocks significant cost advantages and operational efficiencies, yet becoming bigger also makes you vulnerable at the edges. The next two years will reveal whether this consolidation creates a QSR powerhouse or simply a larger target for market disruption. You can follow Anirban Chowdhury on his social media: Twitter and LinkedinCheck out other interesting episodes like: When Grinch Almost Stole Gig Workers' Christmas, How Will a Volatile ₹ Impact You in 2026?, How Quick Commerce is Triggering a Health Crisis for Gen Z, India’s Labour Law Reboot, Viral to Valuation: Building Women’s Cricket as a Brand 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.

Suzlon Energy controls a third of India's wind market, but co-founder and vice chairman Girish Tanti isn't celebrating. In this conversation with host Anirban Chowdhury, he confronts hard questions: Why has India tapped only 4% of its wind potential despite three decades of operations? Can the sector scale from 6 gigawatts annually to the 10+ needed to meet 2030 targets? And will promised AI data centers overwhelm renewable capacity before it's built? Tanti reveals truths about offshore wind economics, the two-year lag between planning and execution that bottlenecks growth, and why financial restructuring forced Suzlon to often choose stability over speed. He also makes an argument: with 75% local manufacturing content, India's wind sector is better positioned against supply shocks than its solar counterpart. From debunking resource myths to dissecting smart factory ROI, this is wind energy without the greenwash. Listen in.You can follow Anirban Chowdhury on his social media: Twitter and LinkedinListen to Corner Office Conversation: Corner Office Conversation with Knight Frank’s William Beardmore-Gray and Shishir Baijal, 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 Elizabeth Reid, Head of Search, Google 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.