> Right - identifying AR as a hot area is easy, but formulating what that looks like requires vision.

Good point. And an relevant parallel between Sculley's Newton and Cook's potential "AR innovation project".

However - I get the feeling that it's a bit different from the mobile/touch UI revolution. That required lots of vision in terms of software and design. In AR I think there's really a lot of low-hanging fruit in terms of UX/design - once the trick part; the AR hardware has been solved.