> Would be curious to understand more how much ROI they're seeing on hardware investments, like in Portal + Occulus. It’ll be negative, both Oculus and Portal

> Would be curious to understand more how much ROI they're seeing on hardware investments, like in Portal + Occulus. It’ll be negative, both Oculus and Portal are sold at a significant loss. Of course, FB’s perspective is that the positive ROI won’t come until further down the line and it’s necessary to avoid the situation they found themselves in on mobile.