If i'm to believe the rumours i think Sony's strategy is much sounder.
They upgraded their console knowing exactly what they were going to need to provide a good experience on the VR platform they have developed. A nice upgrade, but no such a big leap that will make the OG PS4 obsolete from the start, dividing the userbase.
XB1.5 in the other hand is almost a full upgrade. I really don't see how games optimized for the new console are going to even run on the OG Xbox. Also they will be relying on a third party to provide them with a VR headset which will be way more expensive that PSVR.
Far far cheaper for Microsoft
For the customers no more expensive than PC, and if also compatible with that device that's a lot of content ready and waiting, possibly also cross platform compatibility then.
They may slip in with mk2 headset or similar with cost reductions , DRM on the Oculus side means you can sell the console headset cheaper and lock it out the PC space if you wanted. Keep both parties happy with managing price differences.
The CPU may just be specified to make VR possible if they go Oculus, Jaguar does not seem even close to Oculus Min spec. Neo cannot help with ports if PS4 vanilla must be the base release.