To be clear, not disagreeing with your core point, but as a reference comparison, the Meta Quest 2 sold more units in its first 2-2.5 years than Apple sold iPhones (and iPhone 3G) in the equivalent time period.
Yep. People forget that the original iphone that could only run built-in apps really was a failure; it was only when they opened up the app store that it exploded (perhaps aided by this Cartmanland marketing strategy).