as one of like 3 VCs that has VR positions in an active fund, i don't really see the point of Meta's VR glasses tbh: > majority of current VR usage is really 2 buckets: 1) gen A gaming and 2) enterprise/training in physical industries (there are a number of very good businesses in these domains). given the apparent spec constraints in the new glasses (i.e. reduced FOV) I doubt gen A would migrate to these, enterprises might. > while the glasses are lighter and smaller than a headset, they still make you look like a dweeb, meaning usage will be limited to the home or workplace (unlike the Ray Bans). Meta (or anyone else for that matter) has not yet found a killer use case for VR for the normie consumer, and just improving the form factor does not fix the content problem (although a less strenuous form factor might lead to users spending more time experimenting in the glasses / the bar for a sufficiently "good experience" goes down as the trade-off with comfort diminishes) > Meta's track record with the Quest ecosystem has been awful for devs, and until they choose to empower devs vs compete against them, they will have even more obstacles attracting new devs to build the experiences they desperately need for the glasses to be a success (largely because they also have track record of wanting to own both the ecosystem and the leading apps inside of it, although it seems they may be stepping back from that). as things stand, I would expect these things to collect dust after a month

"How much immersion do you want Mark?" Mark: Zero... Give me zero immersion... Actually make them UNimmersive.