FWIW, it appears that Apple themselves don't see it as that. They are focusing on consumption for the initial release, but there are clear plans to bring "full" macos apps to Vision Pro.
They haven't released everything, but what you need to know is in the category they're placing AVP: computer. They refer to it as a computer, repeatedly. Not a mobile device. And, all of their computers run Xcode. I would be very surprised if we don't hear more about that by next year.