https://nealstephenson.substack.com/p/my-prodigal-brainchild

Read his post. This article is lazy, he at no point says it will "never happen". What he does do is argue that there's not much of a business case, they aren't really doing anything with it that's new and good enough to warrant that, which makes it unlikely to ever be a major success. He also concedes that after the $80 million dollar failure of the metaverse his opinion might be worth ignoring. So, he isn't really drawing a hardline on any of these opinions either.