Gad’s Newsletter
Gad AllonScaling Operations, Gig Economy, Network, Supply Chains
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 285 | Founded | 6 years ago | Last Issue | 16 days ago |
| Active | |||||
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gadallon.substack.comLatest Issues
Brand on Top, Factory Underneath: What AP × Royal Pop and Satisfy × Adidas Reveal About the Architecture of Collabs
On May 16, 2026, Swatch and Audemars Piguet launched the Royal Pop, a collection of eight Bioceramic pocket watches priced at $400 each.
Lines started forming overnight in Tokyo, Paris, and Miami. This could have easily triggered a newslet...
The Third Time Amazon Did This: What “Amazon Supply Chain Services” Tells Us About What Amazon Is
In May 2026, Amazon launched Amazon Supply Chain Services, opening its multimodal freight, automated warehousing, and last-mile parcel delivery network to any company that wants to use it. The first publicly named enterprise customers are P...
Spirit Didn't Die From What You Think It Died From
On May 2, 2026, Spirit Airlines stopped flying. Roughly 300 flights and 60,000 passengers a day were instantly orphaned. Seventeen thousand people lost their jobs. United, Delta, JetBlue, and Southwest capped rebooking fares at around $200...
Four Decisions: The Divergent Choices That Define a Life
Reaching the end of the academic year and simultaneously closing a ten-year chapter leading the M&T program has prompted a deep evaluation of how careers and lives are actually built.
Our current culture fetishizes optionality. As the dire...
The Inflexible Stack: Why QVC's Operational Excellence Became Its Undoing
Earlier in April, QVC Group filed a prepackaged Chapter 11, wiping $5.3 billion off its balance sheet and reducing its debt from $6.6 billion to $1.3 billion.
It is, depending on how you count, the largest live shopping company in the worl...
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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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