Isn't it already? VR isn't huge, but it's definitely non-zero and there's a plausible case to be made for more growth in the forseeable future. AR appears to be indistinguishable from zero right now, and the case for growth in the forseeable future remains fairly hard to make. ("Forseeable" is a bit of a fuzzy term, but let's call it 10 years for concreteness. In 50 years, sure, AR everywhere, but on a timeframe even a long-term investor thinks on? Not sure I see it happening.)