I don't think you're right about this. In fact, I think the killer AR/VR apps will be utility apps.
My friends and I watch a movie in VR every week and it's the highlight of my week. It's all I use my Quest 2 for. Just sitting in a fake theater, not moving, talking over movies in spatial audio.
There is a problem with VR games. They eventually make you feel sick if you move around. They can make you sweat. Most people sit on their couch to watch T.V. to relax because they don't want to move around or sweat. VR/AR gaming is gimmicky as hell.
AR is going to kick start a revolution as soon as people discover they no longer need to go to a movie theater, deal with Ticket Master's fees, or buy a TV again. As soon as they realize they never need to buy another monitor -- or multiple monitors.
Conversely, VR gaming is excellent workout. I normally hate most sports and fitness, but there's no shortage of stuff on the Quest that keeps me engaged enough to push myself into getting a good exercise.
OTOH if you just want to sit and watch a movie, a modern decently large 4K TV offers much better visuals. The only reason I see for doing that in VR is when you don't have room for a large TV - say, when travelling - but even then you don't really need a full-fledged VR for that, you just need a simple headset that can work as a secondary display (and I have such a device that connects to my phone using USB-C).
My friends and I watch a movie in VR every week and it's the highlight of my week. It's all I use my Quest 2 for. Just sitting in a fake theater, not moving, talking over movies in spatial audio.
There is a problem with VR games. They eventually make you feel sick if you move around. They can make you sweat. Most people sit on their couch to watch T.V. to relax because they don't want to move around or sweat. VR/AR gaming is gimmicky as hell.
AR is going to kick start a revolution as soon as people discover they no longer need to go to a movie theater, deal with Ticket Master's fees, or buy a TV again. As soon as they realize they never need to buy another monitor -- or multiple monitors.