I think people are sleeping on Meta's compounding advantage in VR/AR. The Quest 3 is 15 months old, and it's wild how much it has improved over that time purely due to software and interaction model improvements. Aside from the recent bricking issue, I think the Meta Quest is accelerating at the OS level. I'm looking forward to Mario on Quest 4 or 5, but it will be a bit sad.
You can't see the shortcomings until you have the hardware, and once you solve those there is a next set of shortcomings. I think that road is longer and deeper than I had appreciated, Meta is the only company iterating fast enough to be serious about serving "normies".
replies(2):