I believe he nailed it with the live sports argument.if Apple can get that going people will buy it for that alone.
I have personally wanted VR for flight sims. It is jarring to have a screen full of instruments or looking out the window, but difficult to do both without a crazy physical setup that I do not want in my office. VR solves this by simply moving your head, the same as pilots do in real life.
Live sports is potentially huge. I am sure companies like Second Spectrum are thinking about how to use their player tracking tech plus traditional video coverage to provide a real time PoV shot from anywhere on the court/field.
I have personally wanted VR for flight sims. It is jarring to have a screen full of instruments or looking out the window, but difficult to do both without a crazy physical setup that I do not want in my office. VR solves this by simply moving your head, the same as pilots do in real life.