Yeah, that's pretty much what I mean. They aren't some new thing that either has to launch into orbit or crash and burn. The likely path is in between.

VR headsets have improved immensely since I first tried it in 1991 (Dactyl Nightmare) and I suspect they will keep improving. Where we are at today is not necessarily a plateau but it might feel like one if you were expecting a growth curve that looks like a hockey stick.