Well said, and agreed. The headset market is a dead end for anything beyond niche. Their price point is ironically appropriate given the lack of mass appeal, so they have to go with a mind numbingly high ARPU to make that business unit work for them. Culturally such a product is a non starter, especially as people read about the isolating effects tech has had lately. The fever dream of the “Metaverse” is now mocked widely.
Things like the auto IPD are like a dream come true though, and then using the eye tracking as a mechanism for driving the UI/UX. That shit was fiction just ten years ago in Iron Man. I could just imagine how cool it would be to navigate the menus in a game like Elite Dangerous with something like that, but the engineering needed to develop that is a non starter for the lack of install base, not to mention the financial condition of companies that are not established like Apple is, app developers, etc.