I don't know what exactly is the right analogy for this, but two other points of context which make me discredit this line of thinking.

1. Feature/smart 'Phones' were around before the iPhone *and* were already pretty much ubiquitous. VR headsets don't do much but sit on shelfs (either in people's houses or in distribution centres not being sold).

2. VR has arguably existed in some ways before the Quest, Nintendo Virtual Boy was from the mid-90s.

Maybe the iPhone comparison isn't right, but if we're decades into developing this technology and still very early in development I think we should assume we're a LONG way off these things becoming mainstream consumer devices and we should be wary of any company that brings them to the consumer market.