That's the catch though: existing, screen-based solutions let your surround yourself with any environment you want. ("Some percent worse")
What's fundamentally different about AR/VR is that it lets you do that... while being anywhere.
But! The cost of doing it (putting on the goggles) is a direct and serious degradation of your physical experience of wherever you physically are.
So we have a device that's key value proposition is -- it lets you have your nice home media experience, out in the world, at the cost of losing the sensation of the world.
... but then why do I want to do that out in the world, instead of at home, on the couch, like Apple's demos are?
... and if I'm doing it on the couch, it has to compete directly with high fidelity existing solutions.
The mobile component is effectively worthless, until the hardware is capable of augmenting physical reality instead of muffling it. (Read: magic AR eyeglasses)
There does exists one very particular type of user for whom the above is valuable: the business traveler.
But that's not enough volume (especially now) to meaningfully contribute to Apple's revenue.
If I were Apple, I would have taken a page out of Blackberry/Bloomberg's success book and made a flagship launch app a very polished "Vision Pro iMessage, with 3d presence" and worked the social network angle. Call any important person during business hours, with presence, instantly, would be fundamentally different. (Especially with an AI agent if they're unavailable)