Also, I'm guessing it's much easier to put together a laptop from off-the-shelf components than to create a VR headset.
I worked like this for more than 12 hours yesterday, too.
I strongly considered their product and found it very tempting. Not a perfect fit for me, so I didn't go for it in the end, but you have to realize the world is not full of a bunch of clones of you.
The size of the premium headset market is a big question mark, but we know Apple's conservative order for 2024 is 300-400k units and they are planning an inconvenient sales process to slow demand.
Linux is around 1% of desktop market share so perhaps 1% of that 400k would want a premium Linux headset: 4k for Simula to serve. Then we'll find out if headsets grow as a market or they fade out like a fad or transition product category.
There's no way 280M laptops are being sold in US every year. Where did you get that data?
Whether their potential customer base is large enough for success is a question I have, too.
My fear is that they'll want to make the system as like commercial offerings as possible, which will actually make it less appealing for nerds like me.