[bredren]

I don’t think Facebook’s social graph / ad-based business model can be connected to a successful hw/sw XR experience.

However, Oculus is way too early to call as a bad bet.

Oculus could be like late model, pre-touchscreen Blackberry.

Where it is proving potential and demand for a new type of connectivity, but unable to leap forward far enough and fast enough to counter an entrance from Apple.

It could pivot its business model and become the most successful XR platform for Android users, consolidating support from Epic, Snap and others.

If Zuck wrote that email in 2013, he knows the headwinds against this direction and I don’t think he’s reached the Bowling Alley scene of There Will Be Blood quite yet.