its really not. The existential threat is that they don't operate their own platform. VR isn't their end goal, AR is. The big bet is that AR will replace mobil

its really not. The existential threat is that they don't operate their own platform. VR isn't their end goal, AR is. The big bet is that AR will replace mobile phones. Owning the platform means profit from device sales and 30% cut of all apps sold. Thats the end game.