Gad’s Newsletter
Gad AllonScaling Operations, Gig Economy, Network, Supply Chains
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 301 | Founded | 6 years ago | Last Issue | 6 days ago |
| Active | |||||
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gadallon.substack.comLatest Issues
Hospitals: The Queue Is Not Always Where the Problem Is
A few days ago, Axios published an interesting article putting Pennsylvania as one of the leading states in the nation when it comes to (checking notes) … ER delays. Exactly the kind of thing you don’t want to lead in.
The Hospital of the...
America's Arsenal Runs on Two Clocks
Last month, the Pentagon signed framework agreements with Northrop Grumman, reportedly worth more than $3 billion, to establish a second source for the rocket motors in the Patriot PAC-3 interceptor and to expand THAAD components.
The goal...
The Screens Were Never the Point
Once in a while, I have a surge of readers based on a single article. Recently, the ones on Dutch Bros and Coreweave were like that. Just like the one about the Four Decisions. Every single time, I wonder whether my new readers know that I...
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...
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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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