Both of these products could be expected from any well run company. They are both very polished versions of something that already existed. The direction to optimize in was already clear. No one wants to compare Apple to a generic well run company, they want to compare Apple to itself a decade or two ago.

Others have said that if Jobs were still alive, AR would be ubiquitous by now, and everyone would have a stylish pair of Apple glasses. I think that is exactly right.

Instead there is an incredibly expensive VR scuba mask, with relatively little adoption. It's certainly not changing the way we use physical spaces and transforming society, which is something a previous Apple could have pulled off. Users and developers need to be shown how to get value from something radically new, and Apple hasn't done that recently.