When a bill arrives, what do you pay it with? That's the question running underneath this week's Daybreak roundup. The government of India is answering it with slices of LIC and other PSUs, because the American war in Iran has kept oil expensive and the budget is straining.

OYO's parent is answering it with money from public investors, most of which will go straight to its lenders.

Google spent eight years arguing it shouldn't have to answer at all, until Europe's top court settled the matter this week.

And then there's UPI, which has never sent anyone a bill in its life. Its June numbers just hinted at why that might not last forever.

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Some of India's biggest consumer platforms, Swiggy, Zomato's parent Eternal, Zepto, Urban Company, and Meesho's logistics arm Valmo, have asked the Karnataka High Court to strike down the state's gig worker welfare law entirely.

Their central argument is about money, a welfare fee they say duplicates a national contribution already required under the Code on Social Security. But the petition goes further, also targeting a clause that lets workers ask platforms how their pay and ratings get decided.

A welfare fee is due July 5 regardless of how the case unfolds, and other states building similar laws are watching closely to see what survives.

The platforms call the clause a threat to trade secrets. The law calls it a question a worker is allowed to ask. Which one is it?

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Before every August, Indians who've been nursing a cracked screen or a lagging phone make the same calculation: wait for the festive season. The discounts will come. After all, they always do.

This year, they might not.

AI data centres are consuming more than 70% of high-end memory chip production.

The same chips that go into your phone. Apple has already raised Mac and iPad prices. Budget Android phones in India are up 30 to 40% since January. And the shortage isn't expected to ease until 2027.

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*We want to get to know you a little better. Tell us what you think about Daybreak 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.