Listening to these leaders speak, this appears to be a major component. They're trying to pour trillions of investment into communities all over the world, and local communities are rejecting it. The reasons are complex and I'm not going to paint either side as the bad guy. However if they can't get approval to build more infrastructure on Earth, they going to build it in space. At least what is economical. SpaceX has already reduced the cost of space delivery by 90%. This has already made all kinds of new applications commercially viable. Every efficiency increase from now unlocks exponentially more use cases.
As a long time space and technology nerd, this is the coolest fucking time to be alive!