I think it's a bit naive to think it's either that or nothing. As long as they can develop new high quality VR experiences with high adoption, they would succee

I think it's a bit naive to think it's either that or nothing. As long as they can develop new high quality VR experiences with high adoption, they would succeed. I don't think they even know what they will end up with in 5-10 years. It's a big and expensive experiment with non insignificant chance of success in my opinion.