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I think we have PC gaming and mobile gaming as too relatively independent markets with only occasional overlap, and that's probably the way VR's going to go. Someone is going to win the mobile VR market (probably Meta given their significant head start and lead, unless the Occulus lineup gets sacrificed at the altar of AI), and the Steam VR ecosystem is going to continue to be a thing.

I actually think the Steam VR ecosystem is the most durable looking of the ecosystems at the moment with its few medium size players. The other 3 all have the risk that their parent companies could get bored and do something else, and I mean it's made some money, but not the amount of money that is guaranteed to keep any of them interested.



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