I feel like this and this (https://www.visor.com/) are going to converge into the same thing. If you really think about it, the average person will only ever use AR glasses for hands free camera, mic/headphone, and to see notifications. If they get really good, then a map overlay of the world. But real productivity will require it to start converging into a bigger visor type headset that is definitely not the same bulky VR form factor. The bulky VR form factor is DOA ergonomically for productivity imho.

Lastly, I don't put it past humanity to actually be interested in seeing ad overlays throughout the world because it's just ... cool, at least at first.

Killer feature for me:

I'd like to see that 3D marker in the world that I need to walk towards like a video game.

Visor is largely vaporware (to put it mildly). It’s the form factor Apple is aiming with version 2 or 3 of Vision Pro

It’s a very different experience to passthrough, no matter how small you make the glasses, so I’m not sure there’s a clear path to convergence