Admittedly anecdotal in nature but gamedev twitter has been chock full of "tested positive after GDC, if you were with me get checked" for the past week.
I don't think Apple would be working on a device like this unless they had some kind of new angle for it. Apple's not into high-end gaming, and I doubt their focus will be dull virtual meetings or niche industrial applications either.
They have a plan for making this a mass-market device (eventually, when the price comes down), and I'd love to know what that plan is.
I had this idea when I used the Quest 1 and felt like I had a shoebox on my head. I've have since heard rumor's of an external display on Apple's ski googles.
Industry rumors: Enterprise features such as Micro-OLED, pancake lenses and eye tracking. Possibly an innovative "external puck" design with battery and compute in your pocket [1][2].
[1] https://twitter.com/SadlyItsBradley/status/16308547515154513...
Side prediction: Echo VR getting shut down in August actually means it will become an activity inside Horizons instead.