So between Meta and Google, we have two XR platforms:

  • Meta’s Horizon OS has the largest and best library of immersive apps.
  • Google’s Android XR has the largest and best library of flat apps.

To dominate XR, both need what the other has. But who faces a bigger challenge?

Meta, it seems, is in a tougher spot.

Immersive app developers are hungry for growth. If a popular game can gain 25% more users by porting to Android XR, the decision is obvious.

By contrast, major flat apps (like Spotify, TikTok, Snapchat, and Discord) stand to gain relatively little growth from porting to Horizon OS. They’d be lucky to gain even 0.25% more users than they already have on the entirety of Android.

  • yonder
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    5 days ago

    True enough. Meta makes their users go through many hoops just to install a .apk from the internet, so devs would have to list apps on the horizen store or another store like the Play store would have to be added. Having the Play store on Meta devices seems unlikely to me given that could canabalize Android XR sales.