'Pivot to software' has been done several times in computing history: Go Corporation, SGI, Sun, Blackberry, Palm, Sega, and oh, NeXT. These are <i>interesting</i> precedents. I don't know of a 'pivot to software' that actually worked (NeXT ended up going back to hardware, thanks to the reverse acquisition!)<p>There's also the question of the licensees: so they choose Meta’s OS as the base for their hardware, maybe because they don't have anything else? Quest OS is neither a best in class user experience (it's still full of bugs, frictions and is a very inconsistent UI), and it's clearly not a good dev experience at all.<p>So your hardware now inherit all of Meta's tech and UX debts, and you don't even have a guarantee of daily recurring usage or of a killer application user will flock to.
Is that the great win for their hardware that they think it is?<p>Of course, as several of us predicted when the number of Vision Pro apps quickly surpassed Quest Store Apps, Meta is now forced to react and change their weird two-tier approach: they are opening a (small) marketing presence for App Lab apps and are creating a "brand new" spatial app framework, to start and get out of the Unity/Unreal game engine third-party pipeline trap.<p>That they only now see that giving developers a native app UI kit is a basic of any OS is… not promising from a supposedly now long term OS owner.