I think it's well written but ultimately it just reads as: "VR is the next big thing and we should try to own every part of it. To do that we should be the best

I think it's well written but ultimately it just reads as: "VR is the next big thing and we should try to own every part of it. To do that we should be the best at it. And we can be the best by building or buying as needed." Like... okay? There's nothing particularly strategically interesting there.