Yeah this is a bonkers take.

AR is vaporware. The form factor sucks, the power requirements to do anything meaningful are too high and there just isn't a compelling use case for most of the population. I'd argue that Vision Pro makes the most sense out of anything, being more work rather than consumer oriented.

AR is a folly. Meta almost tanked themselves by going all in and all they managed were a tech demo.

As for the other point, well ipod and iphone were both just "polished versions of what already existed". Thats kind of what Apple does...very very well. AirPods are bigger than Spotify. Apple Silicon was about optimizing hardware, software and supply chain, its really a thing of beauty how they managed to pull it off and completely disentangle themselves from Intel and Nvidia.