Something to consider is google has not built an original product that matters since gmail —- Android and YouTube we’re acquisitions. I would argue they are structurally incapable of building some significant new business internally.

Zuck seems pretty all in on VR, and if they actually get it somewhere good the financial reward is insane.

I have no way to gauge how long his interest will last. I also have my doubts it is even possible to get it somewhere good with our current level of technology —- in short I think we need some kind of low latency neural link that doesn’t require brain surgery. Anything controller or machine vision based will never be good enough for mass market (i.e. smartphone level) appeal.