He wrote about VR two months ago: https://blog.ycombinator.com/vr/

> Recently I’ve heard a lot of investors say “There isn’t a whole lot of new stuff to do in consumer. There’s already an app for that.” With VR, there isn’t already an app for that.

> I think we are no more than two years away from an explosion of new consumer startups and I cannot wait to start funding them at YC.