SpaceX Growth Playbook
Making humanity multiplanetary.
Reusable
Yes
Strategy
Vertical Integ
The Spark
Rockets were too expensive because they were thrown away after one use.
The Growth Engine
The 'Reusability' Performance Moat: SpaceX tacticaly successfully disrupted the launch industry by proving that rockets could land. Their growth engine is 'The Reusable Booster'—an engineering feat that literally cuts the cost of access to space by 10x. By owning the entire manufacturing stack (Vertical Integration), they avoided the 'Subcontractor Tax' that plagues Boeing and NASA. Every successful landing video served as a global PR event, proving their technical superiority and attracting the world's largest commercial satellite contracts, which in turn funded their monopolistic 'Starlink' constellation.