My point is that VR treats some rare condition while AR is like viagra: betting on VR over AR seems to seriously misunderstand human wants, and betting on sickness/isolation over healthy interactions.

VR just isn’t that useful, even by your tacit admission you can’t think of how it directly competes in a situation where it’s obvious how AR would fit in.

I vehemently disagree. VR has the potential to medicate the two biggest illnesses of our time, namely growing old/frail and being lonely -- not necessarily in a healthy way, but, again, think of it as medication to manage pain.

This is not a case against AR. AR has the potential to enhance many lifes. VR has the potential to create fake new ones.

I'm not sure VR "seriously misunderstands human wants." Collaborative immersive entertainment with unlimited creative potential is a pretty common human want. It's not the only one. No one claimed VR was a cure all, especially not in its current form. But it's still directionally very sensible.