For what it's worth, I think you're both partly wrong and partly right. From the letter: > I think you can divide the ecosystem into three major parts: apps /

For what it's worth, I think you're both partly wrong and partly right. From the letter: > I think you can divide the ecosystem into three major parts: apps / experiences, platform services and hardware / systems. In my vision of ubiquitous VR / AR, these are listed in order of importance... > The key apps are what you'd expect: social communication and media consumption While Mark believes that Apps > Systems > Hardware he also knows that the order has to be the other way around if you're building this industry from scratch. Meta has to stay ahead in hardware if they want to own the systems and apps that run on it. Horizons is their proving ground for the technologies they need to own social and identity. I think they're focusing more on building the systems for it while the graphical quality is getting left by the wayside. It makes it easy to laugh at if all you're judging it by are screenshots but if you have experience with social VR apps you'll know that being able to have a high server population is the killer feature that they're chasing. A one man team can throw together a multiplayer VR experience that looks great but as soon as you try to have more than 20 people in the same room it begins lagging so much that everyone will get pissed and quit immediately (you have to have experienced lag and jittery video in VR to know why this is). So making sure that the networking is solid and scalable is a wise decision, if that is what they're doing. If they can pull off large events with 100s of participants and no lag they will own the social VR space even if their graphics are still shit. That's a big if though. As he mentioned in the letter, ubiquitous VR and AR will turn a lot of physical things into apps. He gave the examples of your TV and cellphone but as we've seen with the Quest Pro they also want to replace your monitors, whiteboard, and office. If they can solve the server population problem then here's a list of other things that will become apps: - movie theatres - bars - dance clubs - house parties - non-contact sports - concerts - board game cafes - conferences - galleries - comedy clubs - stage performances of all kinds e.g bands, theatre troupes, karaoke I could probably sit here for a while coming up with more examples but the point is this will be revolutionary for people who currently have limited access to these things. If you live in a major city you might be thinking "so what, I can do all of these things down the street" but you're forgetting about the rest of the world! Even if you have access to some of these things, you don't have access to all of them all the time or the specific ones you want right now.