They talk about minimum spec needed for VR being a 290X, then he talks about "We can now produce GPUs capable of running VR at a lower cost, higher volume and lower power."
One can imply the other even thought he did not mention which Polaris he means. it is why i said just conjecture. but i doubt that AMD would make thier bigger polaris chip with just 290X performance. Which then hints towards it being small polaris.
He doesn't say that it's small Polaris tho...
Listen, if I'm a car maker, and I say "we can now make cars that are capable of 0-60 in 3 seconds", does that mean that their 8-seater people carrier varient is going to do 0-60 in 3 seconds? No way, Jose.
As you said, he talks about being capable of producing chips to VR spec. He doesn't say that small Polaris will be capable of VR. That is not the target market for small Polaris.
If you don't agree, fine. I will eat my underpants with a slice of Hovis and post here if you're correct.