So why do you think Oculus is capped at gamer market size? What about the AVP is something Meta can't replicate in a generation or two? Considering the instal

So why do you think Oculus is capped at gamer market size? What about the AVP is something Meta can't replicate in a generation or two? Considering the install base, I would think Meta will be able to keep their app store stocked as well. Are you just saying that Meta has the wrong focus or do you think Apple has a moat?