612: Screen on Face

5050.895 - 5078.19 John Siracusa

Certainly, that will change what the product should be, and maybe some of the things they've invested in won't end up panning out in that way, but... That is very possibly how this category will end up, and that's fine. And if it ends up that they mostly sell much less expensive glasses or headsets that are mostly just being relatively simple screens... that's still a perfectly fine market.