The Tech Strategy Podcast
The Tech Strategy Podcast
Jeffrey Towson
What the SpaceX IPO Filing Teaches Us About AI and Tech Strategy (285)
44 minutes Posted Jun 6, 2026 at 4:00 am.
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Show notes
This week’s podcast is about the recent S-1 IPO filing of SpaceX. It has some pretty good lessons in both AI and tech strategy. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the link to the TechMoat Consulting. Here is the link to our Tech Tours. Here are the 3 mentioned steps in Elon's approach (in my opinion). This is an interesting example of a Shaping Strategy. Step 1: Identify a huge TAM. Ideally ov...