The problem with selling games is that they depreciate -- because Facebook doesn't control competition. The benefit of ads is that ad space appreciates -- beca

The problem with selling games is that they depreciate -- because Facebook doesn't control competition. The benefit of ads is that ad space appreciates -- because Facebook controls supply, and revenue follows inflation and demand. So as GP alluded to, this can be summarized as Facebook saying "We'd like to have bigger future profit margins on VR."