The things in your first paragraph are all useful, but not killer apps (IMO). Just nice conveniences.

My prediction is that Pokemon Go will prove to be by far the biggest splash to have been made in the phone AR space, and in the larger scheme of gaming it so far hasn't been more than a long-since-passed fad.

I'm pretty doubtful that even glasses-mounted AR will catch on among consumers in day-to-day life -- but there could be significant specific use cases e.g. education, certain professions, etc. On-the-job type stuff.

Having experienced VR as an owner of a Quest 2 linked to a VR capable PC -- I'm very bullish on VR in the home entertainment space -- not just games but also pre-recorded or live video content, etc. Not sure about social but I'm sure Facebook will try.