joeryscript
The transformers are popular for DIY projects like spot welders or HV supplies.
So they are working on a smaller process node than their competitors, and they used their market position to ensure that they will be the only ones using it for a little while. That gives them a significant leg up.
Those VR meeting apps still need to connect to other computers, and if you get serious about machine learning the cloud is invaluable. Phone apps are also usually less local-friendly than desktop apps.
Just because kids aren't using email or websites as much doesn't mean that they aren't using the internet more.
Although personally, I wouldn't cry if the internet matured into a sort of academic database. Mass-scale social connectivity should probably move to local intranets, like airdrop and local-area IM platforms.