Kind of agree kind of don't. Stuff like 4k screens is a case of buying the slightly more expensive off the shelf components. Although I'm sure apple has its sp

Kind of agree kind of don't. Stuff like 4k screens is a case of buying the slightly more expensive off the shelf components. Although I'm sure apple has its special sauce, it's just a case of engineering to a different cost. 8k headsets have been out for years. What the research should be yielding is deep technological innovation in lense and rendering design, gesture recognition and ideally a developer tools ecosystem. This is what we are seeing in the demos but it has not translated into the current product. To give an apple vs Samsung example, either company can choose to buy a larger battery from LG and have longer artery life, but only by replicating the billions Apple poured into developing a custom chip design can you match the iPhone performance at cost and size. Something Samsung recently accepted it has to do. So I think that, if the product category works out the investment is fine. The problem is that at the moment we have a Google situation. You know, inventing LLMs and then watching microsoft productize them. Over the next couple years, FB either uses its research to produce a product apple can't match, or bust on the whole thing.