Earlier quoted context omitted.
Past performance is no guarantee of future results They were successful with one thing. Now they are talking about something else. Why shouldn't "MetaVerse" be compared to the insane optimism of AI in the 1980'ies? Something that seemed just around the corner, but never arrived. It's like Thorium reactors: half the people think it's the next great thing, the other half thinks it will never come into production.
Timing matters. The latest generation of VR headsets are incredible. I feel like this point matters, the same way that Netflix needing broadband to be fast enough to stream video mattered.
But they are fatiguing, unflattering, and uncomfortable, even for 20 or 30 minutes worth of usage.
Maybe in 10 years when the software stacks are ready the headsets will be good enough for passive use.