I don't trust Evans at all, but I'm going to partially defend that here. There's a long history of technology being absolutely amazing the first time you use it and then not mattering at all. E.g., the Segway was going to revolutionize transport.

The 3D space is particularly prone to this. I count at least 5 waves of 3D innovation going back to the Great Exhibition in 1851. 3D movies were going to revolutionize things twice, in the 1950s and a decade ago. Over and over, this stuff is absolutely amazing for a hot minute and then nobody cares.

Of course, Evans is sold as a brilliant pundit and now VC genius, so if anybody should understand that novelty doesn't equal a business model, it's him. But as you suggest, Upton Sinclair's quote applies here: "It is difficult to get a man to understand something when his salary depends on him not understanding it."