Just because you don't see any Apple skunkworks VR/AR headsets getting left in a motel room [1] and they don't report how much they are investing in that new product line (rumored to be more in total than Meta's 10B/y) - you should not underestimate the potential for immersive spatial computing to do to the iPhone what the iPhone did to the iPod.

[1] https://techcrunch.com/2022/09/12/dont-leave-your-meta-quest...