You’re absolutely right about VR. But I don’t think AR is ever going to be that big. There just isn’t as much of a point in mixing the real world with artificial elements. The only reason to do so is to get information that can’t be emulated as well for VR. As VR gets better, AR gets more redundant. AR of the style we see on phones (like pokemon go) is even more pointless. AR will stick around for virtual desktops and smart glasses and the like, but for gaming it will always be a gimmick.