There are huge potentials for disruption in the VC market. If Facebook would give free Oculus Quest to all its employees I think we would have VC in VR by now. The big problem is presence, and organic discussions in large groups. The grid view of Zoom et al. still sucks. There needs to be a 3D, or AR, or VR experience that allows us to move freely and talk more naturally to people in the room.
Latency is always going to be an issue unfortunately, maybe the camera could be better at recognizing facial expression and body language to indicate when someone is about to speak, or wants to speak.