I think honestly the story would be much different with more product sense and better market intuition, Horizon is just a perfect example of pure idiocy. They may as well have just ported chat roulette.

Once Apple Vision Pro released I finally understood what VR really could be which is an incredible immersive escape. Once I watched an Apple Immersive movie, and then even a completely regular old 2D movie in theater mode at night in Joshua Tree, I got it. Obviously completely unattainable but it to me was very smart: low volume but execute the best version of your vision that you possibly can, and see how people respond to it. It proves out the vision and then you can start working down the price.

The only thing Meta VR got right is gaming: it's the only use case that works with the resolution & hardware at the price point that they're trying to occupy. AVP could obviously work too but look: I've nearly punched out a window with my quest pro. Sitting and playing a game is weird, standing and playing is tiring. What I like infinitely better is just: watching a movie. Escaping. Relaxing.