It's so crazy but Mark's personal boredom or interest in either of these could swing the whole direction of computing one way or the other.
I do think VR could be the ultimate application of generative AI - one of the biggest bottlenecks at the moment is how expensive and tedious it is to make the 3d content necessary to fill out expansive VR worlds. It could also be central to actually making viable things like codec avatars which currently are stupendously compute intensive but perhaps don't need to be if you can generate the output using AI instead of actually coding and decoding it at the other end.