I agree.
Mainly, I think this is a push from a company who's idea pool has desiccated.
What is the end goal to have people in a headset talking to each other? That will happen irregardless of whatever platform it exists on, and unless FB is giving away unlocked headsets perpetually, I don't think people will pick their "Metaverse" over any other.
They might have an edge if they started as a peripherals company.