I said mobility is pointless, not mobile. That's an important distinction.

By mobility, I mean the ability to throw the headset around and walk anywhere without worrying about leaving the range of your tether. That sort of thing is important for AR, but I just don't see it mattering for VR in the long run.

There is definitely a market for VR headsets for content delivered by a phone or builtin hardware. Those devices will realistically be limited to seated or standing-room-only experiences, though.