There's an AR fray? Google threw their weight behind VR on mobile, who else is in the AR space?
Facebook made a big deal in F8 out of adding cameras to all its applications. They're in the AR game big time.
https://www.nytimes.com/2017/04/18/technology/mark-zuckerber...
Microsoft has the HoloLens, which technology they have also cannibalized for a series of headsets they are dubbing "Mixed Reality" for the depth camera pass-through they are performing.
HTC is supposedly developing their own AR/inside-out system.
Leap Motion, Intel, Qualcomm, Meta, and Magic Leap are still considered in the running, with varying levels of believability.
And then there are a slew of different companies that are doing AR solutions with either the standard webcam (e.g. Facebook, Snap, Vuforia, Wikitude) or their own, standalone camera (e.g. Zed, Occipital).
I have no love for Google. I certainly don't trust them enough to purchase a product they make for fear of them killing it. Plus they mine everything they can get access to for who knows what ends. "So for those reasons, I'm out".
MS.... Meh. No one has come to expect great things from them.
The market will decide who wins though.