Seems like most of the use cases he's raving about are novelty VR experiences (e.g. immersive experiences watching sports), and the benefit of the AR is simply

Seems like most of the use cases he's raving about are novelty VR experiences (e.g. immersive experiences watching sports), and the benefit of the AR is simply you can exit/browse these experiences without feeling like you're inside a VR void. I guess it would be nice to have infinite monitors when I'm doing work for productivity purposes if its seemless but I don't see the killer general use case yet for AR.