What's the Fundamental Competitive Threat to VR?

The fundamental competitive threat comes from something that sits outside the market. And so if Amazon would have tried to buy Shopify, for example, well, that's a subscription software program such as Padware Service that isn't a consumer facing brand. That doesn't sit in a conventional market definition of what Amazon is. Yet Shopify is clearly one of Amazon's biggest competitive questions. equally like VR is not social and the market basically doesn't exist yet. There's like 5 million, 10 million people actually using a device. So it's 20 million people. They've sold 20 million headsets as far as too many people using them. It's not a thing yet, like not on any kind