Isn't That Spatial?
medium.com
medium.com
I find the Apple AR most like the iPhone launch, not in that it is a probable success, but that the iPhone at launch was more a platform for apps and a blank slate. It wasn't really until app developers took the platform and ran with it that people even knew what exactly it was capable of.
I think the Apple AR is in a very similar place. It has an extremely capable processor, and a platform for building apps. Now, will the collective consciousness of app developers find the use cases I can't live without, or is the platform too flawed and too expensive. I really can't say, and I can't believe anyone that says they are sure one way or the other.
It will be interesting for sure, and I'm tempted to try to find an niche app to write myself.