AR seems like one of those things that needs to be executed "perfectly" to work. VR can benefit a bit from suspension of disbelief etc. ...but with AR the real world is harsh :)
But I bet we'll have "the iPhone" of AR doing it right and popping open the market! Someone will sure get lucky betting on it!
But I bet we'll have "the iPhone" of AR doing it right and popping open the market! Someone will sure get lucky betting on it!