My bet would be more on AR than VR, and maybe it's not the next big thing but the big thing after the next one.

But that's fine for Meta. Facebook, Instagram and Whatsapp might all be running out of growth, but they are all big enough that Meta can afford to invest in something that will only pay off in a decade or two, as long as the payoff is big enough. Gaming-VR headsets are just a good way to get the technology into people's hands right now, and iterate on it.