I couple of days ago I clicked a video on youtube, it was 48 minutes long, the "ad" preceding the video was 58 minutes long... at least I could skip it.
> So there’s no kind of existential danger to Quest here, but it remains to be seen if the hardware licensees can bring anything relevant to the table either.
How does Meta make its money? Advertising.
Licensees bring actual eyeballs to the table and eat the hardware costs fighting amongst themselves selling commodity hardware and Meta re-position Quest as a 'premium' product that they might actually make a little money on.