Being able to work/watch a movie with great sound and effectively a 100” screen while on a long airplane/train/bus ride seem rather compelling IMO. Not worth 3,500$ alone, but it doesn’t need to solve every problem for every person just be worth using for enough people to get things rolling.
I doubt anyone is going to be using one of this in a spin class any time soon, but there’s plenty of situations where a laptop/phone/tablet don’t really work well.
To me VR seems closer to where PCs were in the 80s at this point.