[stingraycharles]

Zuck is all-in on building their own platform and becoming a gatekeeper like Apple, Google and Microsoft, rather than operating within their ecosystems.

VR was one dream to achieve that, it’s more difficult to envision that with AI which is why I suspect he was more reluctant to embrace it. AI models are more likely to become a commodity and running inside one of the platforms of the gatekeepers, which is not what Zuck wants.

[bredren]

That’s fine but this dream was previously pursued with mobile hardware.

FWIW, oculus represented a true competitive advantage. And I don’t think it was a coincidence that the Supernatural acquisition was temporarily blocked by the feds.

I think Apple was genuinely worried that fitness was (or still is) a killer use case and threat to Vision Pro.

The delay was enough to make FB lose focus / pivot again into AI.