I think the path to mainstream success for VR is tied tightly to a platform using it as a pack-in device. For example, motion control "caught on" with the Wii because it was included. It didn't catch on as PS Move because it was an add-on. Kinect was a massive success even though it sold to a very small portion of Xbox owners, and look how Kinect 2.0 turned out. The gaming market may be large, but not for an expensive device that requires specific hardware and only plays specific software. A lot of people will buy a Nintendo Switch and 2 or 3 games total. A lot of people will buy a PS4 and turn it into a bluray machine (which is a poor decision for multiple reasons, but that's beside the point). And others will buy an Xbox just to play Call of Duty with their friends. But how many would buy a VR setup at all? Probably very few...unless it's packed in. As it is, most people/households don't even have a dedicated gaming system. VR isn't taking off on PC to the level the industry probably wants. So if the alternative is something like the Oculus Go (untethered to a console or PC platform) then...I just don't think people will buy it. I know it's more anecdotal, but I'm trying to imagine if there's anyone in my life that would buy a VR headset of any sort besides myself and I can't really think of many. Non-gamers will definitely not buy one, casual gamers won't, and not even all of the hardcore gamers would. Again...unless it was packed in with something else like the PS5 or XBTwo. I do appreciate the tech and I love my PSVR and look forward to what Sony does with PS5 VR, but I see VR as always being a sub-niche under the bigger gaming market.