> Watching movies clearly only makes sense in a social context and is therefore predictably unsuitable for VR.

It amazes me at how much difference there can be depending on the social circles and culture perhaps ?

On the other end of the spectrum there will be people for who movies and TV are a way to distance from reality and the last thing they want is other people interfering with their experience.

I think your view is aligned with how the movie industry sees itself, while the opposite view is materialised by how a whole swach of the viewers stopped or limited their going to cinemas, don't sit on the family couch and prefer to watch things on their iPad in their room or at home at night alone.