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Yeah you’re probably right.

Facebook’s other big disadvantage is that their platform (oculus) is separate from mobile and Apple’s platform (iOS) isn’t.

This makes it a lot easier for a Apple to leverage existing devices in laying platform groundwork (which they have now been doing for years).

It also makes it easier for them to leverage the phone computing for the glasses hardware similarly to how they did that for the watch.

FB doesn’t have this option really and I’m not sure how they’d do it without it. Try and put all the hardware in the headset itself? Seems less likely to be able to ship first or be as nice as what Apple will be able to do.