I wasn't referring to a specific hardware stack when I was referring to AR. I was referring to a software stack which also includes experiences that do not incorporate physical reality. And in my opinion the holographic transparent AR glass tech track is largely a dead end. I think passthrough AR devices like the Lynx-R are the best proxy for future consumer devices that incorporate the physical world.

I feel pretty strongly we'll see a good Passthrough AR device from Apple in 2022.