Frankly there isn’t anything compelling with Gen 1 of this product. The technology seems pretty neat and the AVP might be the most attractive of all the other VR options, but I feel like people who pull the trigger on this will have a “…okay now what?” realization after owning this for a few hours.
I’m not sure I’m convinced it will be a failure though. I suspect this is more of a “minimally viable product” to get some kind of return on the R&D put in, while they attempt to stand up an ecosystem.
But have others have stated, there’s not really a ton of third party backing behind this one, and I think the limited number of units in the wild will keep developers on the sideline. Apple may end up having to subsidize some third party support if they really want to spur interest.