[1]: https://www.businessofapps.com/data/pokemon-go-statistics/, Pokémon Go Statistics
[2]: https://techcrunch.com/2019/09/25/oculus-eclipses-100-millio..., Oculus eclipses $100 million in VR content sales.
But honestly, I wasn't even thinking about phone AR when I made my comment. Phone AR feels like almost a completely separate category from headset AR. On one hand, it doesn't face nearly as many technical barriers. No complicated optics leading to low resolution and low FOV. No problem drawing black. No need to convince people to buy an expensive bulky object and wear it on their face all the time. On the other hand... the use cases are obviously far less futuristic.
Still, there's significant promise. I'm looking forward to the first phone AR experience to solidly implement a shared virtual environment, where users can place 3D objects anywhere in the real world and have them appear at the same location for all other users. I think phone hardware isn't quite good enough yet to make this work well, but it can already approximate it (see Minecraft Earth), and the barriers aren't nearly as fundamental.
[1] https://arinsider.co/2019/04/10/the-age-old-question-is-poke...
This number gets more mind-blowing the more you think about it.
It's small enough that one needs to start considering the units bought by management, employees, investors, suppliers, competitors, et cetera to say nothing of their friends and families.
By comparison the Nintendo VirtualBoy was for sale for one year at $180(in 1995/$300 in 2018) and sold 770,000 units[1].
[1]https://en.wikipedia.org/wiki/Virtual_Boy