Actually, MSFT made the same blunder when it came to HoloLens. Well .. they did start to build some of the core spatial context (and had a fabulous headstart). But somewhere along the way, they yielded to Unity/Unreal. This was mind boggling to me as giving away the keys to the platform to another party was literally the founding story of Microsoft (with IBM having made the blunder). I wonder if engineering leadership recalls history when making such strategic goofs.