I think the potential high-return use-cases for VR and AR are (1) games, (2) telepresence robot control, (3) smart assistants that label (a) people and (b) stuff in front of you.
Unfortunately:
1) AVP is about 10x too pricy for games.
2) It's not clear if it can beat even the cheapest headsets for anything important for telepresence (higher resolution isn't always important, but can be sometimes).
Irregardless, you need the associated telepresence robot, and despite the obvious name, the closest Apple gets to iRobot is if someone bought a vaccum cleaner because Apple doesn't even have the trademark.
3) (a) is creepy, and modern AI assistants are the SOTA for (b) and yet still only "neat" rather than actually achieving the AR vision since at least Microsoft's Hololens, and because AI assistants are free apps on your phone, they can't justify a €4k headset — someone would need a fantastic proprieraty AI breakthrough to justify it.
Unfortunately:
1) AVP is about 10x too pricy for games.
2) It's not clear if it can beat even the cheapest headsets for anything important for telepresence (higher resolution isn't always important, but can be sometimes).
Irregardless, you need the associated telepresence robot, and despite the obvious name, the closest Apple gets to iRobot is if someone bought a vaccum cleaner because Apple doesn't even have the trademark.
3) (a) is creepy, and modern AI assistants are the SOTA for (b) and yet still only "neat" rather than actually achieving the AR vision since at least Microsoft's Hololens, and because AI assistants are free apps on your phone, they can't justify a €4k headset — someone would need a fantastic proprieraty AI breakthrough to justify it.