Meta using the same playbook with their glasses and VR headsets and portal. Not owning the railways (the device) is a strategic risk and makes you always at the

Meta using the same playbook with their glasses and VR headsets and portal. Not owning the railways (the device) is a strategic risk and makes you always at the mercy of the device owners (eg. Apple cutting tracking for meta). So it’s just like every other business, vertical integration, reduce risks and improve the “moat”