Top all-time · #14346
Gad Allon
Personal blog · gadallon.substack.comeconomicsbusiness
Gad Allon writes Gad’s Newsletter, a personal blog at gadallon.substack.com about economics and business. Since 2021, 5 different Hacker News readers have linked it 31 times. It is still writing: the last post was on 2026-11-02, and you can follow it by feed.
Scaling Operations, Gig Economy, Network, Supply Chains.
What Hacker News says?
> business may only be sustainable for as long as VC money flows, and drivers are willing to go bust Uber makes something like a 36% variable margin [1]. Even adding back sales & marketing we find a positive, if small, margin. They lose about 11% per ride. But that varies wildly region to region. (New York, for example, is profitable.) Drivers' economics are more precarious. But the "as long as VC money flows" argum…
Comment linking /p/pool-is-back
on “The Uber leak exposes the global war on workers”Submitted The Rise and Retreat of Ghost Kitchens as a story · 15 points
HN discussion> how common is it to encounter this issue? It's common in regulated professions where entry is gate kept. To be clear, I'm not convinced we're in a general labor crisis. (Automation should release a lot of supply.) But claiming the concept is mythological is historically inaccurate. (See: raging inflation in mining towns and settlements, which were disconnected from large labour markets.) > Amazon warehouse workers…
Comment linking /p/amazons-holiday-shopping-list-250000
on “Why America Has a Long-Term Labor Crisis, in Six Charts”Submitted What “Amazon Supply Chain Services” Tells Us About What Amazon Is as a story · 12 points
HN discussionSubmitted Real ID and Unreal Lines: TSA's New Travel Adventure as a story · 10 points
HN discussionSubmitted The Case Against Self-Checkouts as a story · 8 points
HN discussionSubmitted The Pentagon Just Bet $100M on a Drone Contest as a story · 3 points
HN discussionSubmitted The Baby Formula Shortage: What’s the Root Cause? as a story · 3 points
HN discussionSubmitted AI's Great Infrastructure Boom: Bullwhip or Building the Future? as a story · 2 points
HN discussionSubmitted Waymo, Zoox, and Tesla: Operational Implications of Self‑Driving Cars as a story · 2 points
HN discussionSubmitted The Impact of Robotaxis on Gig Worker Wages: Early Evidence and Future Outlook as a story · 2 points
HN discussionSubmitted Airbnb's Pivot as a story · 2 points
HN discussionSubmitted Wendy's Flips on Dynamic Pricing as a story · 2 points
HN discussionSubmitted The Scaling Illusion: Easier to Launch. Harder to (Hyper) Scale as a story · 2 points
HN discussionSubmitted Hospitals: The Queue Is Not Always Where the Problem Is as a story · 1 points
HN discussionSubmitted America's Arsenal Runs on Two Clocks as a story · 1 points
HN discussionSubmitted Four Decisions: The Divergent Choices That Define a Life as a story · 1 points
HN discussionSubmitted Why QVC's Operational Excellence Became Its Undoing as a story · 1 points
HN discussionSubmitted Right to Repair: McFlurries and Apples as a story · 1 points
HN discussionSubmitted The Impact of Gen AI on Service Jobs as a story · 1 points
HN discussionSubmitted New York's Controversial Delay of Congestion Pricing as a story · 1 points
HN discussionSubmitted Robotaxis: Uber's Autopilot Anxiety as a story · 1 points
HN discussionSubmitted Uber Is Finally Profitable: What Drove This? as a story · 1 points
HN discussionSubmitted To Clear or Not to Clear as a story · 1 points
HN discussionSubmitted Self Checkouts as a story · 1 points
HN discussionSubmitted Doing Justice to Immigration Queues as a story · 1 points
HN discussionSubmitted Trains, Trucks, and Supply Chains as a story · 1 points
HN discussionSubmitted Remote Work vs. Office Work: Cultural Stagnation or Divergence? as a story · 1 points
HN discussionSubmitted Shortage Signs vs. Facing: Cheap Talk in Supply Chains as a story · 1 points
HN discussionSubmitted Barebone Supply Chain for Beef Spurs the Bullwhip Effect (and Inflation) as a story · 1 points
HN discussion