The Meta/Oculus bet was never about VR or gaming. It is to solve Zuck's greatest fear of being beholden to platforms controlled by others. What it was supposed to be was basically what Microsoft missed out on with mobile, losing to Google and Apple. VR and AR could be that next platform to own and control. They would love to have all the data that Google and Apple enjoy. That's what Quest -> Horizon was about, change a gaming device into a mainstream entertainment and work-friendly one. This is all driven out of fear and lack of control. It would suck for them if OpenAI owns the most successful personal AI device.