"There are no lapsed mobile users, essentially... but there are, right now, a whole lot of people that are lapsed VR users...."
So we have a weird situation atm where huge numbers of people have generically written off VR because it didn't cut it for high end gaming with them, without ever even considering the alternatives. In my mind, these are fitness and professional use.
The fact is that I can go into VR to work today and its intolerable after a short period, but only because of factors I think will be solved within the space of a few years - the resolution is too low, the battery doesn't last long enough, it's too heavy and gets uncomfortable. These will all get solved. Once that happens, VR will be unambigously a better place to work for quite a wide cross section of activities. This is the "skating to where the puck will be" that tech companies need to focus on.
If you view VR as a spectrum between ViewMaster 3-D and a holodeck, we're very much still on the ViewMaster 3-D end of things.
You're not in a sensory goo tank or anything but for starters you can't even lift up a virtual boy.
One thing I rarely see mentioned or discussed is the "longevity" of VR interest amongst users. As a (former? I'm not sure yet) VR enthusiast and adopter on the high end of things I noticed that the novelty wore off really quickly, after ~1 year of owning my Index my usage went from somewhat regularly to barely anymore and for most titles with VR support I prefer playing them the regular way and the VR-first titles can't get me to set it up, or were "onetime" experiences (like HL Alyx, which is one of maybe ~3 VR games that really felt enriched and improved by the VR experience, in hindsight).
From friends and colleagues of mine I hear similar things, VR headsets collecting dust already.