AR/VR is kind of like 3D printing from those halcyon days of MF recommending 3 companies with extreme promise and few results.
Good: Data and information transfer is higher today in capability than when the Oculus 1 first emerged.
Better: Gen2 and Gen3 versions of hardware are coming from a bevy of major blue chip suppliers (like Google)
Even Better: Companies are getting more data to fill the streams with pictures and indicators and graphs.
Bad: These tools require extreme customization for true interactive use. Data formatting, configuration, translation and loading into platforms based on use cases.
Worse: platforms and standards for presentation are not easy to generalize, so, use cases need to be optimized for application, hardware and use cases.
Worst: services revenue and skilled deployment specialists are not readily leveraged to accelerate along with the capabilities of the technology. It’s going to be starving for a while, as the applications benefit cycle is choked by multiple constraints.
This is not a green field of verdant grasses, ready for frolicking in spring time sun. Its a patchwork quilt of fescue and asphalt and the foundation of old sheds, waiting for a bunch of carpenters and other skilled tradesmen to meet the architect, who’s currently on the phone with the city permitting office.