I'm not on board with VR, but I think that the sales pitch is very clear and you are missing it.
It is Roblox. It is a collaborative building environment where the content that people create and share for one another is the interactive world rather than text, photos, or videos, done through VR rather than traditional computing.
This is the first time I am hearing about Roblox, looks video games adjacent to me. Meta would not be able to convert their billions of users to a similar platform.
They have to convince users to give up the time they spend now elsewhere on this experience. I suppose it has to be insanely addictive and rewarding, and also it has to have no barriers of entry.
I am just not seeing it in the Metaverse. I mean people gave up the horizontal video format in order to easier consume media, and Meta is trying to convince everybody that people would wear or implant (?!) a devices to have better fidelity video experience? The entertainment value is just not in the resolution and collaborative content creation is already possible without Metaverse and is niche.
At this point I consider the Metaverse idea just smoke and mirrors to convince investors that they have the next best thing with 30% year to year revenue growth. I don't think Meta would go anywhere soon, they're just hitting the ceiling of easy money they were making and now it's getting harder to have such margins.
It is Roblox. It is a collaborative building environment where the content that people create and share for one another is the interactive world rather than text, photos, or videos, done through VR rather than traditional computing.