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Friday, February 03, 2023


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Martin K.

I believe that Meta sees VR headsets only as stepping stone towards MR headsets with video pass-through, which are only a stepping stone towards AR glasses, which is what Meta is actually interested in. At least, that's what they signal with the lack of long-term support for Oculus Go, Oculus Rift (S), Quest 1, their social apps before Horizon, and Echo VR. All of this is just testing the waters, and Meta is apparently happy to drop any product if they don't see a path to a billion users.

Talking about numbers: for Meta, it doesn't matter whether they've sold 10 million or 20 million Quest 2s. It's far too few in any case. They are probably ready to move on from VR headsets for gaming to MR headsets for non-gaming apps (fitness, productivity, social, etc.). And the lesson learned from Quest 2 might be to focus more on preparing devs and consumers for AR glasses than on growing a market for a device that they are not actually interested in - at least not in the long term.

Which doesn't bode well for the price of the Quest 3. Zuckerberg has already suggested that it will be around 500 USD. I would not be surprised if essential accessories and tax increase it to a price around 700 USD, preparing consumers for AR glasses that will probably be even more expensive.

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