Is everyone just gonna downvote me this time for saying THE MARKET FOR AR/VR HEADSETS IS LIMITED AND SMALL?
Oculus does not sell. It just does not sell. How is adding video conferencing going to change that? I have FOUR OTHER DEVICES I can video conference from: Phone, Tablet, Laptop, Desktop. And I can use those FOUR devices to do OTHER THINGS. They also don't have a hip battery and give me a sore neck, or for some people claustrophobia and/or motion sickness/nausea.
The market is proven: It's at most an accessory for a video game console, thus a very limited market.
And don't come in here and say it can be used by doctors and architects, which are Post-Graduate Degree occupations (less than 0.09% of the population).
And Artists don't need a headset to use paintbrushes, or use CAD, or any other program. iPad works with Apple Pencil for that issue, solved.
And at $3,000, who in God's name can afford it? The demographic for the iPhone that can barely afford iPhone could use that $3,000 to buy say....A CAR, or pay their bills, or buy a Playstation VR2.