I mean Apple is probably being extremely cautious after the current Meta Quest Pro debacle.

They have to absolutely land the software, which is why it is delayed and why the Quest Pro is struggling. Their biggest rival is floundering after putting a ton of resources into it, so you have the opportunity to slow down and make sure you nail it.

Investors were demanding Meta put out something after going all in on the “Metaverse” instead of the ad cash-cow. They pushed out the mediocre Quest Pro and I wouldn’t be shocked if Zuck “steps back” from Meta within the next year.