Gad’s Newsletter
Gad AllonScaling Operations, Gig Economy, Network, Supply Chains
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 274 | Subscribers | Read | gadallon.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Weaponized Inventory: How the U.S.–China Tech War Broke the Supply Chain
Most analyses of the U.S.–China technology confrontation begin with geopolitics: export controls, Five-Year Plans, summits, retaliatory tariffs.
The Pentagon Just Bet $100 Million on a Drone Contest. History Says That’s Either Brilliant or a Waste of Money
The U.S. Department of Defense recently announced a six-month competition promising $100 million for teams capable of building voice-controlled autonomous drone swarms. SpaceX and Elon Musk’s AI subsidiary xAI are among the competitors.
Down the Rabbit Hole (On Purpose)
A couple of weeks ago, a student told me I had a habit of going down rabbit holes.
Secular vs Cyclical: Why it’s hard to tell in real time, and what the EV write-down wave reveals
In February 2026, Stellantis disclosed charges of about €22.2 billion (roughly $26.5 billion) tied to a strategic “reset,” after the company concluded it had overestimated the near-term pace of Battery-Electric Vehicle (BEV) adoption and ne...
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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