Took a look at your piece. You make a couple of good points, however overall I believe that your thesis is incorrect.
The main use-case you cite that isn’t related to content consumption is socialization in VR. I doubt this will ever be a thing; you’d be interacting with an avatar of the person, and nobody wants to do that — just ask PlayStation or Nintendo.
Your piece also goes on to say that AR has limited uses, but then your examples are more plentiful than the ones you gave about VR! Ultimately, AR keeps people present while augmenting their reality with special powers. AR is already more popular than VR — think of how many people played Pokemon Go vs. how many have an HTC Vive.
Yes, the barrier to entry is much lower, but that will ultimately be the killer hook of AR. Once Apple rolls out ARKit, everyone will gain this capability overnight. Google announced ARCore today, their version of an Augmented Reality SDK that’ll make its way to millions of Android devices, so clearly Google agrees with Apple’s vision.
Both technologies will be quite incredible once they mature, but the idea of shutting out the rest of the world for extended periods is something that very few people will want to do on a regular basis.