I think with VR, everyone knows it's the future. Some companies will drop out because it's not happening fast enough but it's coming regardless.Sometimes I feel pretty pessimistic that it won't end up happening. That people will lose interest before it ends up going big.
I'm usually a bit more optimistic, though. Every person I've showed has been wowed. Even older people who haven't played games in decades, were blown away.
I think what we will see:
Second gen will bring variable focus, 4k screens, and a few other enhancements.
Third gen will probably bring a smaller form factor and the headsets will be capable of AR or VR.