I think number 2 is a really good point. But I think the biggest reason why they could be immensely successful there is, Apple dog foods their own stuff. Apple

I think number 2 is a really good point. But I think the biggest reason why they could be immensely successful there is, Apple dog foods their own stuff. Apple will generate enough apps for it to be useful. This is where I feel like Oculus/Facebook(Meta)+Oculus kind of messed up where the Google really messed up with Daydream. The expectation for most of the product life cycles was for developers to just jump on board and start developing, turning out the apps. I love DayDream, but there were hardly any decent apps. Google relied too much on indie devs and 3rd party. Most of the daydream apps by google were essentially just demos. Apple will provide at least enough apps to make it useful while also using that knowledge to feed back in to the development cycle.