Maybe it's because I'm not a native speaker, but for me the quote was all about Valve and was not giving bleak predictions about whole market as the headline im

Maybe it's because I'm not a native speaker, but for me the quote was all about Valve and was not giving bleak predictions about whole market as the headline implies. Here, for comparison, the way I parse the quote: A) "We're optimistic. We think VR is going great" - overall assessment of the situation, WE think = Valve perspective B) "It's going in a way that's consistent with our expectations," - OUR expectations were realistic and not overhyped, it's going as planned C) "we're also pretty comfortable with the idea that it will turn out to be a complete failure." - because A and B we expect VR to do well, but as a company Valve is ready to face the risk of VR being failure D) "Some people have got attention by going out and saying there'll be millions of [VR unit sales] and we're like, wow, I don't think so," - slow initial growth is within Valve's expectation Later some issues with current state of the technology as well lack of killer app are mentioned, but [B] Valve expected VR to be not perfect at the start and [A] it's doing well by their criteria. [C] is for me only about Valve the company being OK if VR fails not about VR actually failing.