Apple

Apple will have hard time repeating success of iPhone or iPad. Why? Because they have shown to their partners and developers how much of a bully they are. General computing device needs software support and nobody is going to help Apple create another ecosystem where they can be abused. Notice that there's not even an official YouTube app for AVP and Apple responded to this by allowing third party one while those are still big no-no on iPhone. This is why the only success they can achieve these days are accessories to their walled garden - Apple Watch and AirPods.

The other issue with Apple Vision Pro is that Apple has relied on bringing high-end features in already established space to a bigger market by convincing people they need them. This lets them get into a pricing sweet spot where economy of scale makes manufacturing cheaper but is not that out of reach for relatively wealthy customers (see size of Apple SoCs compared to Qualcomm). With VR there is neither an established space nor did they drive the price low enough. This makes AVP dead on arrival when considering the previous point I made.