I have the Vision Pro - and I have to say, this was my thought when reading his statement. I don't think the question isn't whether the AVP is an incredible device and that the immersive experiences it can provide, the entertainment and productivity possibilities are exciting.
It's more a question of is it SO UNIQUELY capable at these things, that it warrants the premium over alternatives at a fraction of the cost? In other words, for 7x the price does it really provide an experience that is 7x superior to the Quest 3? Or is it more a matter of providing an experience that is 1.5 or 2x as good as the Quest but at 7x the cost?
I'm not really sure what the answer to this since I haven't used the Quest 3, but I'd be interested in a detailed comparison of the two.