Earlier quoted context omitted.
I'm not sure if I agree. What is there to disrupt? Really think about that statement for a minute. Maybe telepresence if you market it right, but the money is all in gaming and social use. And if you're gonna buy a headset, would you rather get the $300 one with Beat Saber and VR Chat, or cough up $3,000 for FaceTime in VR? I think Meta has done all they can here. It's frankly a shock they managed to sell over 10 mil…
Well said. There is no Apple-scale market to disrupt. If the largest market for the wearable remains as gaming, Apple is in a very poor position since they have always only begrudgingly embraced gaming. This isn't about disruption, this is about creating a new market. If I think of myself as an example, I don't have interest in the gaming angle. If it is comfortable enough and the experience is great, I might buy it…
On the other hand they wholeheartedly embraced gaming on mobile (their AppStore page is nothing but gaming, realy), so who knows