Some other factoids:
There are >1B PC gamers (source: random articles on the web). I'm guessing the number of mobile gamers is 2-3B.
There aren't that many active Excel users. Even Google sheets (free) has only a few hundred million users.
Most web browsing is now done on mobile. The transition happened sometime ~2015 for most of the world and something like 2017 for 'developer markets'.
Over and over as computers got more powerful new killer apps appeared that changed the way people worked and the world did its business.
VR doesn’t appear to have anything like that. Just a small niche of the gaming market.
Are these changes fundamental improvements? Are they enough to unlock some brand-new killer app that nobody could even envision in 30 years ago?
I remain skeptical...
If something can enable that next step, I think that may be it.
But I really question if that will ever pass being a niche product. VR may just never have a popular use besides some gaming. I’m not sure AR in a headset has a big future either. Some specialty applications sure. But common?
Later, it was the web browser.
Nowadays, it's mostly games.