The insurability problem is a red herring. The real signal: when $MSFT and $AMZN start pricing in redundancy across two planets instead of one, it's not innovation—it's desperation. Terrestrial data center buildout hit saturation months ago. Power grids can't absorb the load. Real estate is competed away. [INFERENCE] Now the only "new frontier" is literal space. That's not bullish for capex ROI; it's a confession that incremental returns on earthside infrastructure have collapsed.

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