The All-In hosts gave a reasonable comment: Meta may well get a leap in humanity, but it should at least show incremental progress to the investors given such a huge quarterly investment.
Of course shareholders really want to count actual monetary returns as progress, and it's the job of the CEO to decide whether prioritizing short term gains is actually in the best interests of the company or not.
What? Virtual Boy was released almost 30 years ago, that's a consumer product that sold in the same ballpark as the Oculus Rift.
Some of us quite like it.