Think industrial, not consumer. The latter will be games and art for a while.

The former needs to visualise interior design changes, factory layouts or even just overlay navigational information for leisure boat and/or plane piloting. I would love an underwater AR that tells me what fish I'm looking at, or a cosmology one that lets me pinch-and-zoom the night sky. I agree that the middle-income consumer won't see anything grand for a few years. But that's not the point.