(1) Price matters. If Detroit was selling $25k reasonably sized EVs they'd be selling like hotcakes, even if they had limited range. There are a few people who will pay $75k+ for a luxury EV but they bought a Tesla 10 years ago. If Detroit wanted to sell XXXL EV SUVs at crazy high prices they should have done it ten years ago. Now it's too late and they have to make the kind of cars BYD does or pass legislation to keep BYD out of our market.

The Meta Quest consumer has proven they'd rather save a few bucks and buy an MQ2 instead of a better MQ3. It's a big problem for Meta because they're never going to move towards making better games that need an MQ3 to run.

(2) VR > AR Apple's just plain wrong about the focus on AR. The Apple Vision Pro has the hardware to provide far superior immersive world application story than the MQ3 but the software (and maybe controller) story isn't there. Apple acts as if there was something morally wrong with VR, like it is putting your hands in their toilet with all the conviction they have that it is OK to take 30% of all the revenue of the app economy. Sorry, visiting VR worlds is half the value you could get out of a product and throwing out half the value is like doubling the price.

A cheap set of XReal glasses can say "this is just good for watching the HDMI output of a game console" but at Apple Vision Pro prices product that expensive really has to "do it all" with no excuses. People really do subscribe to VR fitness apps, they really do have fun playing games like Asgard's Wrath 2 or games like Riven. Have you ever heard anyone say that they were engaged with an app for the Vision Pro?