I can also see them creating a commerce platform. Companies create some sort of VR marketplace where customers can log in and view products. For example, you're shopping for a car. Instead of going to a dealer you put on the goggles and see models and options. Nvidia would love to get in on that; offload 3D model generation to one of their GPU compute clusters. Facebook gets either a bulk payment up front or some percentage of sales; basically like advertising space.

Just a thought.