I think the competition for them isn’t Meta, games consoles or one of the headset makers for PCs.
The competition is themselves, they’re basically creating virtual Macs.
That’s why it’s priced how it is and positioned 80% as work device.
Will it work, for work?
They already make the best computers, and those don’t make people nauseous looking at them, and you don’t need to strap anything to your head. ¯\_(ツ)_/¯