Both of which are complete dealbreakers.
AR/VR/Spatial is defined completely by immersion and lack-of-nausea, where less resolution and the inclusion of controllers demolish.
You're right, both probably won't reach mass-market appeal, but the two certainly aren't comparable in any metric other than reach.
Not for me. I had loads of fun gaming on the Quest 2 in the pandemic lockdowns, and the controllers really help with gaming by providing accurate controls for weapons' triggers and haptics to feel weapons firing and when the tension in the bow before you fire arrow. Good luck feeling all that via waving your empty hands in the air.
I feel like HN simply loves to hate certain things without understanding them or using them, like the Quest while never actually using it for games and expecting it to be an early Apple Vision PRO. It's not, it was designed to be a games console, and for that it works quite well.
Given the direction digital markets are headed (and the open precedent of VR), I think Meta is right to bet on that '80%'. It's much easier to pitch a console like the Quest than an overly-ambitious lockdown-helmet that costs as much as 2 used cars. Until Apple announces a better Vision lineup, it's going to be a bloodbath in terms of unit shipments.