So, for the VR stuff it's unclear, though I think everyone is underrating just how good the social aspect is - being able to have a "face to face" conversation

So, for the VR stuff it's unclear, though I think everyone is underrating just how good the social aspect is - being able to have a "face to face" conversation with your friend who lives across the country is incredible (it's nothing like a video call, the 3rd dimension really tricks your brain) However, sticking to the XR stuff, it helps if you think of it not as a new class of device (though it is) but as a new class of screen. Think of it as the monitor version of what smartwatches are for cell phones. Sure, smartwatches don't let you do anything new, but they're extremely popular because they let you interact with your personal all-device without taking it out of your pocket- at the cost of being on a tiny screen. XR devices expand on that, making the whole world your screen, letting you spawn as many 4k monitors as you want or tiny displays wherever. They have a few added features, like overlays on things you see, but just like the health stuff on smart watches, that's an added feature that can grow the market and help a person justify it, not the core of the product.