My god, if you get it, you get it. They are going all in on metaverse / have decided that the future of oculus is the primary long term bet, not facebook itself. And they have the money to make it so. This is incredibly scary, and probably a good investment.
Unfortunately outside of Tweets, this is the best story I found on it at the moment: https://www.ign.com/articles/oculus-facebook-requirement-end...