Gad’s Newsletter
Gad AllonScaling Operations, Gig Economy, Network, Supply Chains
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 298 | Founded | 6 years ago | Last Issue | 7 days ago |
| Active | |||||
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gadallon.substack.comLatest Issues
You Can't Stockpile Blood
On July 13, the American Red Cross declared an emergency blood shortage after the national supply dropped 25% in a single month. Two weeks later, it stopped using the word “shortage”. On July 27, it declared a crisis, and that is a word thi...
CoreWeave Is a Cloud Company. Its Economics Are a Spread Trade
If there is one firm I’m constantly being asked about, it’s CoreWeave.
Operationally, CoreWeave is a cloud company, and a very good one
Economically, it is a financed infrastructure book.
This newsletter usually studies the former. This...
Dutch Bros: The Anti-Starbucks
In May, Dutch Bros reported first-quarter revenue of $464.4 million, up 30.8% from a year earlier, and raised its 2026 opening target to at least 185 new shops. They plan to reach 2,029 shops by 2029 (Management repeats the pun at every opp...
Nike vs. Starbucks Turnaround: Two Ways to Break a Great Company
Nike closed its fiscal year with $46.4 billion in revenue, flat against the prior year and down 2 percent.
Seven weeks earlier, Starbucks had reported net revenue up 9 percent to $9.5 billion and global comparable sales up 6.2 percent, its...
Who Killed the IMAX Projector?
On July 17, Christopher Nolan’s The Odyssey opened to $264 million worldwide, the biggest debut of his career.
Of that total, $6.3 million came from 41 rooms: the only theaters left on Earth that can project IMAX 15/70 film, the format Nol...
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Authors
The writers behind this newsletter.
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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