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"This is more likely a response to Google Glass, not Oculus."

Glass, Oculus, and Microsoft's eventual device are all going to be competing in the same space.

I disagree. The difference between AR/Glass and VR mirrors the difference between PC and mobile machines - one is a fully-engaged immersive experience, and one is a mobile experience that's meant to compliment your interaction with the real world around you.

Expect AR devices to take off in the mobile space while VR devices take off in the PC space. Would you want to use a VR device on the train? Completely blind yourself? Walk around in public wearing one even though you can't see a wall in front of you?

Conversely, would you want to play an immersive VR game where you still see the walls of your geek den?

Do you think Oculus is going to be limited to just VR? Facebook didn't purchase them for VR alone. Their gains in VR tech will help them in AR.

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