What they could do, if they figure out the right play, with the right hardware, is make this a really compelling active entertainment device. You already saw haw popular Pokemon Go was... I think locking eyeballs to locations has VC's interested.
Yes, but Pokemon Go was popular because it was on a phone you already had, because it was an extremely popular franchise, and because of the good luck of being a fad at the right time.
Nothing else took its place, and, while still being popular, it quickly faded from the status of global phenomenon.
It's a nice money making game, but not a hardware seller.
