Amazon et al may anticipate VR becoming HUGE in the future, so they'd best start creating top-tier easy-access infrastructure & tools for supporting it. Each will want to be THE go-to for customers, just like e-book customers mostly go to Kindle (and a few competitors provide solid alternatives, like iBooks); wasn't that long ago most of us watched the e-book reader market explode onto the scene with lots of competition between B&N, Kobo, Sony, Amazon, Apple, and anyone else that could create a viable e-ink tablet. Similar happened with streaming video, with just a few set-top boxes surviving (Amazon FireTV, Apple TV, Roku, and a few others). All these need a solid, cheap, desirable content-creation platform and distribution system.

Next up is VR: when you're going to render content, what distribution platform will you build for? how will you sell it? what's the go-to store for buying virtual worlds? Bezos & co will want you to choose Amazon Lumberyard &/| Sumerian (and Tim Cook & co will persuade accordingly toward Apple rOS, and Facebook is figuring out how to position Oculus, etc).