> While we expect consumers to be really excited about a VR takeoff in 2024

My guess is that there will indeed be a lot of excitement in 2024 (at least in Apple land) and then it's going to drop off again in 2025. That's not necessarily a terrible thing though.

Meta has sold something like 25 million headsets. The market is already bigger than many people realize and maybe it's big enough. It doesn't need to 10x and if it did, there's more than a small chance that kind of growth would end up being bad thing. Maybe a16z not biting means enshittification has been delayed.