Yes, really agree with this perspective. Last year Carmack's talk was equally interesting and he stated that they had all the usage data on several different visions of what VR could be (Rift, GearVR, Go, Quest) and that the data showed the Quest had the most engaged users and the product finally showed signs of being sticky. At the time it convinced me not to buy because their v2 was clearly going to get a big investment now that they had plausible product market fit.

I think the Quest showed FB that they had a potential winner on their hands and the Quest 2 is moving out of MVP phase to mass market phase. They are gambling that this is going to take off in a big way and they pushed hard to get an improved version out there and ramp up their manufacturing faster than most thought they would. They clearly want to be first to the "Oasis" with Horizon if that's ever going to be a thing and the FB login is a piece of that. If this is a flop, it will be a huge disappointment to the execs. If it's a win then FB may have been first to plant their flag in our VR future, for better or for worse.