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Gad’s Newsletter

Gad Allon

Scaling Operations, Gig Economy, Network, Supply Chains

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues292Founded6 years agoLast Issue9 days ago
Active

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gadallon.substack.com
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Latest Issues

The Cashier Was the Control System

This summer, several American cities and states decided that the real problem with self-checkout is that there isn’t enough government in it.

Long Beach and Costa Mesa have passed ordinances. Ohio and New York City have bills moving. Seven...

9 days ago
14
1

The USMCA Countdown Is a Trap

On June 30, 2026, at the first joint review of the United States-Mexico-Canada Agreement, Washington declined to extend the pact, setting the clock ticking.

This is not yet a termination. The sunset clause built into the agreement now runs...

16 days ago
10
3

Lime: A Permit, a Patron, and a Profit (That Isn't)

In June 2026, Lime set the terms for its public offering: raising roughly $174 million at a fully diluted valuation of nearly $1.8 billion.

The conventional headline was that the last shared-scooter giant standing, having outlasted a grave...

24 days ago
13
1

Garmin and The Suffering Premium

I resisted this change for way too long. Over the years, many people would ask me how I can be a serious runner if I use an Apple Watch. But I am a loyal member of the Apple ecosystem and managed to tailor the Apple Watch to my needs.

But...

a month ago
22
4

GLP-1 Is a Shape Shock

Last year, the share of apparel exchanges in which shoppers traded down to a smaller size hit 14.6 percent, the third straight year it climbed, according to a review by returns-software firm Narvar of 38 retailers.

Retailers think they kno...

a month ago
12
1

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Authors

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  • Gad Allon

    Professor of Ops at Wharton. Director of M&T program. Gig Economy Observer. Scaling Operations Explorer. Supply Chain and Networks Enthusiast.

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