What I think:
Oddly, I find Yoshida's comment a very "Phil Spencer" thing to say, if you know what I mean.
I also find Phil Spencer's statement about it not being their focus for Scarlett, a little annoying, and too diplomatic. His whole stance on VR has seemed so incredibly schizophrenic since the Scorpio announcement, that it kind of changes my view of who he is as a person. I know that this will bother some Xbox fans and VR haters, but if he just said that he wasn't into VR, and didn't think it would be right for Xbox, fine! He did announce VR at the Scorpio reveal, though. He's also stated that "when the tech is there", OK. Fine, but now he keeps saying that PC is the place for VR, when clearly, Oculus Quest has shown that you do not even need a PC, which fewer and fewer people even have these days. I wonder how many VR holdouts are on Xbox, and if they are in fact, waiting for Xbox to do it, and do it right! At some point you have to just MAN-UP one way or the other! What the hell does "not our focus" even mean? He seems to need a backbone sometimes. I totally get that AAA is the prize to keep the eye on, but we are talking about a... $Trillion company in Microsoft these days! Daum! That amount of money can absolutely handle some risks without a scratch!
There are also rumours of Apple having an AR/VR headset launching next year. This headset is now rumored to be co-developed with Valve. Hololens has a strong Mixed Reality lead, with H2 just launching, but this is for enterprise. They are still behind for consumer headsets, and WMR is WAY behind, with no announcement of a WMR 2.0 anywhere to be found. It begs the question: are they actually gonna pull a "Microsoft", and abandon the WMR program? This, at a time when Oculus/Facebook is going all-in on Rift S and Quest (now with PC link), and Valve going full-steam (sorry) with Index and HL:A? Seems to be a really dumb time to waiver on your focus on mixed really. It's clearly only beginning!