Anyone taking bets here? https://i.imgur.com/faOusBP.jpg

🇧🇷🇺🇸-  Book: Making Things Think: https://holloway.com/mtt. Investor in Wander, Carry, Footprint, Merkle Manufactory (Farcaster), Dynamic, Paragraph.

Meta would be competing against Apple's hardware, OS, logistics, dev relations and brand advantages.
Meta could win if Apple falls for the innovator's dilemma and ignores the space for too long. If they have already been investing in it and don't treat it like Apple TV, Meta will have a very tough time.

The open web is dead, long live the open web. ⌐◨-◨

Building /warpcast and /farcaster

— gabrielayuso.com

Then again, that might push Meta to take a more open approach and maybe even embrace web3 as a differentiator. If that's the case and web3 delivers on the more compelling/true metaverse experiences then they have a good shot since it's unlikely Apple will embrace web3 as their App Store policies show.

And also the semiconductor supply chain relationships!