VR is tricky. I have my own reasons rooted in personal experience for a bull case of the metaverse. But I'm also confident that it's not going to be a mass mark

VR is tricky. I have my own reasons rooted in personal experience for a bull case of the metaverse. But I'm also confident that it's not going to be a mass market product like the smartphone. And I'm also skeptical that Facebook can pull it off. So yeah, probably a 20-80 and not a 50-50 bet.