I think the inevitability of AR/VR is oversold. We have been hearing about the Apple VR project for years now. Hitting the sweet spot between utility and innovation (like iPhone) is an extremely rare occurrence and might not happen for years to come.
They've arguably already hit it. Apple has been testing overengineered features that are suspiciously well suited for AR in broad daylight for a few years now. If they can't pull it off, I don't think anyone can.
