I am 99% it’s going to flop. Considering how critical we were about Zuck doing VR, I can’t believe this is going to be the beginning of the end for Tim Cook.
This particular product this year cannot possibly be a mass market success (if only because it's apparently so supply-constrained that the speculation is they can make ~500k of them at most in 2024), but I could see it leading to a successful new product category after they can get the price down. Or being some silly boondoggle and fading away. Hard to say.