Gad’s Newsletter
Gad AllonScaling Operations, Gig Economy, Network, Supply Chains
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 283 | Founded | 6 years ago | Last Issue | 7 days ago |
| Active | |||||
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gadallon.substack.comLatest Issues
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...
Grip, Rip, and Scale
Tiger Global just valued a bagel shop at $300 million. And the math actually makes sense if you stare at it long enough.
PopUp Bagels began in 2020 in a kitchen in Westport, Connecticut. Adam Goldberg was baking bagels for neighbors during...
Why Did Allbirds Fail?
Last week, Allbirds announced it had signed a definitive agreement to sell all of its assets and intellectual property to American Exchange Group for $39 million.
The company that had raised $303 million in its November 2021 IPO surged to...
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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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