This seems focused on making meta a more efficient organization that can execute faster and react more quickly. So that's good for the company if it's done well

This seems focused on making meta a more efficient organization that can execute faster and react more quickly. So that's good for the company if it's done well. But even so, I see further problems for meta. It's just not clear how the metaverse becomes something at the scale meta needs it to be to justify the R&D or to make an impact on its business. To me it looks like a technology really takes off when it gives people a lighter-weight way to communicate and connect. The telephone takes off compared to writing letters because it is a much easier, more immediate way to tell people about things. Messaging takes off relative to calling people on the telephone because it's an easier, more immediate way to tell people about things. Social media, including Facebook take off relative to hanging out because it an easier more immediate way to tell people about things. The new thing doesn't necessarily need to replace the old thing, it just needs to open up a new, easier, more immediate way for people to tell people about things. The best I see is if meta can make itself the gatekeeper of the de facto standard platform for VR games/entertainment. That's potentially a pretty big business -- because maybe VR can take over AAA content and shows. But is it really big enough to sustain meta? (It seems far from certain they would end up in such an advantageous position, but Oculus is a good start.)