The difference between 1st- and 2nd-gen headsets (Valve Index, Vive Pro, Rift S) feels like the difference between a 800x600 display and a 1080p display.
Major titles like Beat Saber or Half Life Alyx can be played on either standalone or tethered headsets. Facebook offers both under the Oculus brand and positions them together: https://www.oculus.com/compare/
The TV/iPad comparison doesn't work. It's very common to have both a TV and an iPad, but I have yet to meet anyone who has both tethered and untethered VR headsets, and thinks of them as distinct.
The VR market is small and may differentiate in time, like how "mobile" has grown so it's common to have a phone and tablet and laptop. Bringing down the antitrust hammer today seems so premature.
VR Headsets don't share that quality, with wired vs. standalone.
An analogy would be having exactly one manufacturer that makes 3D TVs. They have market dominance there; it's not just "a TV".