I'm with you on your second statement, not on the first.
VR will be clearly more than just movies. And AR is far from just for smartphones. Granted HoloLens isn't ready and might not be that great, but it has so much more potential than just smartphone gimmicks. A good set of AR can completely replace my work setup, I wouldn't have the need for monitors anymore. I'm excited by that idea, a new way to interact with the world.
I don't think you understood his comment so here goes. VR is like going to the movies, where you are focused on a single thing and everything else isn't important. The people beside and behind you are dark and you don't focus on them, you focus on the movie. AR is like using a smart phone, you use it to talk to people, find restaurants and reviews, direct you via a map, tell you about locations around you, so many things can be done with smartphones. AR is that, using the world around you to give you more information.
VR will be clearly more than just movies. And AR is far from just for smartphones. Granted HoloLens isn't ready and might not be that great, but it has so much more potential than just smartphone gimmicks. A good set of AR can completely replace my work setup, I wouldn't have the need for monitors anymore. I'm excited by that idea, a new way to interact with the world.