Earlier quoted context omitted.
Google was actually the first company to release an AR-capable phone, with depth sensing capabilities, back in 2014[0]. Due to their inability to properly market the device (or maybe the market wasn't ready at the time), they cut back on that division. One of Google's big tactical mistakes, imo. [0]: https://en.wikipedia.org/wiki/Tango_(platform)#Devices
> One of Google's big tactical mistakes, imo. It's entirely plausible that AR ends up being a dead end. It's 5 years later and still not really a big market.
Headsets, I think the current devices are just a preview. I'm skeptical that transparent displays are strictly necessary for AR headsets, and I have seen some industry speculation that the HoloLens 2 is probably at the limit of what can be done with waveguide displays. Unfortunately, waveguide displays are just about the best sort of transparent display tech available for this particular use case, so we need to either shift to pass-through-camera displays or invent a whole new display technology.
I'm betting more on pass-through. I think the tech is already available, what is at issue is decades of software cruft in modern operating systems making low latency through put too difficult to achieve.