I think they're chasing the wrong dream. Most of the use cases they're proposing won't suffer much from being attached to a battery/processing puck, and in some cases being attached to a laptop. e.g. I'm not watching a movie while walking down the sidewalk. It would be nice to just sit on a comfy sofa someplace my laptop isn't and watch a movie, but not pay-an-extra-$1800 nice. especially when there are similar devices available where you could buy the device and a dedicated laptop to power it for less.

I think you need to shake up paradigms a bit in order to get true value from these glasses. You genuinely need to start viewing scene understanding abilities, frontier AI model API calls, and seamless hand tracking as core primitives that you combine thoughtfully and not new tech that you chain together hoping to land on a use case.

Now, the ecosystem and the engine so far were designed for lower stake experiences but to make the purchase of this device worthwhile for average users, they will need Vision Pro app depth of thinking and attention to detail while fitting into the far tighter software and hardware constraints.

So the key for them is to lower the skill ceiling so creatives can tap into more of the juice, which is why they've announced an Unity to Lens Studio bridge and closed loop agentic coding, while making it more attractive for seasoned developers to use their engine and push its capabilities(native c++ sdk).

It takes quite a lot, but from what I've seen over a year developing on their kit and watching their platform evolve, their strategy has sound fundamentals. But they urgently need to tap into a broader and more diverse talent pool, like say Blender and Houdini artists, harware & robotics engineers, ML engineers, even music producers and sort of corral their attention into their platform long enough for truly novel and useful applications to emerge.

Additive display AR is not a good movie experience anyway.

If you want both, you pay for both. If you only want movie watching, something like the XREALs will suit you better. If you want notifications in your face while your phone's in your pocket, and you want to watch that video while standing in line, then this is for you.