There's been a wave of 'VR is Dead' sentiment since @kevinroose's NYT article where he didn't use a Quest or Index (both have been mostly sold out in 2020, see below)

Now @kevinrose says there's no VR demand but doesn't cite data.
https://techcrunch.com/2020/05/15/kevin-rose-on-whats-next/

https://twitter.com/kentbye/status/1260724631293489152

There's three things wrong with @kevinrose's perspective.
#1 The two most popular VR headsets have been sold out nearly all year.
#2 Only a handful of companies like Sony, Oculus, & Valve know the actual consumer VR market size
#3 Enterprise VR is thriving https://twitter.com/kentbye/status/1260726479245111296

Oculus announced today $100M of Quest content sold in 1st year.
Zuckerberg said Q2 2019 "Quest is selling as fast as we can make them."
He recently said "Quest has surpassed our expectations. I wish we could make more of them faster."
I see lots of demand
https://techcrunch.com/2020/05/18/oculus-surpasses-100-million-in-quest-content-sales/