Meta is moving the state of the art in headsets. It's great to see that the 15-20 billion per year isn't completely wasted.

However, its still a headset and so far the vast populace hasn't been interested in putting a headset on for hours. Clearly Meta is betting this is a "at the margins" issue, that by making the headset slimmer, cooler, and lighter that more people will start using them. I'm not sure, my guess is that the form base form factor is an issue.

Second, there is no user experience that is shockingly compelling yet. I have hope that generative AI can help here, but it looks like we are still a little ways off.

I think Mark knew he had to get away from Apple as they are a horrific partner, and he needed a platform, but the technology is too far off. He's using billions to jam a round peg into a square hole (IMO).