Earlier quoted context omitted.
We're still several VR hardware iterations away. Oculus, Vive, Index - these are like the pre-iPhone smart phones. They're bulky, slow, they kind of do their job, but they're not something everybody wants. VR has to get better. The resolution and FOV are terrible. The gameplay paradigms kind of suck because movement is such a pain. AR honestly seems even further away. Pokemon Go and all the other AR trinkets are clun…
I think you are wrong about AR, once a decent set of AR capable glasses hit the market I think we will see a very large market adoption. Very much like the smart phone and smart watch and tablet it will be a toy for techies until a company with real design chops and solid software/hardware gets behind it. I also believe that Apple is the most likely to be that company, solid design and a well liked ecosystem, plus a…
That said I think there are still unexplored workplace markets like medical, mechanical etc.
There seem to be a very, very small number of consumer applications: heads up nav display for bicycle/motorcycle operators comes to mind.