I think the numbers are small and there are too many factors to draw any quantiative conclusions, so we’re stuck with qualitative analysis for now and will be for a while longer.
Take a look at this data from steam charts. (Blue is Superhot)
There is no visible trend we can relate to the increase in the number of HMDs.
But and it’s a huge but: these games have very limited replayability.
I think that for now social VR is probably more like this than we’d like. There’s only so much time you can spend in HiFi right now before you’ve seen it all (and met everyone). The only reason to stick around HiFi right now is not to consume content but to create it.
I think it will be a while before we have a critical mass of both content and users.