He's well positioned to take that market when it eventually matures a bit. Once the tech gets there, say in a decade we might see most people primarily consume content via VR and phones. That's movies, games, TV, sporting events, concerts.
For me the tech isn't they're yet. I'd buy a Quest with an HDMI input today if they sold it. But for some reason these are two different products
Similarly, I could imagine sitting next to my daughter, who is 2,500 miles away at college, watching the name together on a virtual screen we both share. And then playing mini-golf or table tennis together.
Different tools are appropriate for different use cases. Don't dismiss a hammer because it's not good at driving screws.
Co-watching TV? Big Screen: https://www.bigscreenvr.com/software
Mini-Golf? Walkabout Mini Golf: https://www.mightycoconut.com/minigolf
Table Tennis? Eleven Table Tennis: https://elevenvr.com/en/
All are amazing, polished experiences in VR that give you a sense of being "present" with someone a continent away.