In the most recent episode of the Exponent [1] Ben Thompson and James Allworth make the interesting argument that it's intended to recreate the enterprise-to-consumer transition that PCs made but for VR technology. That is to say that very low price-sensitivity enterprise money will end up funding dramatic technological improvements in VR that can then be more effectively deployed to capture consumers.

[1] https://exponent.fm/episode-196-forecasting-the-metaverse/