Rift S is discontinued, their marketing materials notwitstanding. Half Life Alyx can only be played by a standalone headset if you let a computer run the all the graphics and game logic, similar to how an iPad can be used as a second monitor for Apple devices. It's really quite different from smart/dumb TV.

It's the same. The market is VR gaming. People who want to play VR games choose what headset to buy. Simple as that.

The TV/iPad comparison doesn't work. It's very common to have both a TV and an iPad, but I have yet to meet anyone who has both tethered and untethered VR headsets, and thinks of them as distinct.

The VR market is small and may differentiate in time, like how "mobile" has grown so it's common to have a phone and tablet and laptop. Bringing down the antitrust hammer today seems so premature.

You can make a TV smart for $30. The difference between standalone and tethered headsets is a wide gulf.

But you bought "a TV". Likewise you buy "a VR headset."

TVs all have basically the same capabilities, or you can fix that for a very small amount of money.

VR Headsets don't share that quality, with wired vs. standalone.

An analogy would be having exactly one manufacturer that makes 3D TVs. They have market dominance there; it's not just "a TV".

It's the difference between buying a display and a portable VR console.