Comment by nostrademons

Also the potential markets affected. VR really only affects the games & entertainment market, which is big, but best case you're revolutionizing Hollywood. AR is applicable to a wide variety of B2B markets - surgery, piloting, hazardous waste removal, firefighting, the military, mining, tourism, deep sea exploration, science, space colonization, etc. - which collectively have much more money spent on them. Your total addressable market is basically the amount of money you can capture if everything goes perfectly, which is dictated by the amount spent on substitutes. AR has many more substitutes than VR.

Same reason cryptocurrency is hot - it threatens the financial/insurance/ownership industry, which as a $13T behemoth is currently the biggest economic prize on earth.