Hmm. I
like your argument, but the more I think about it, the more I disagree with it. :)
I think you're correct that the smartphone was a phenomenon because it put the internet in your pocket, but we already knew the use case for the internet. People use their smartphones to do everything computers do, and sometimes more: browse the web, read books, find restaurants, make reservations, get directions, use social media platforms, pay for purchases with NFC, listen to music and podcasts, manage their calendars, control their home entertainment systems, check the weather, (...deep breath)
Anyway: "Great dopamine hits, man" falls, I think, into the "necessary but not sufficient" bucket. AR needs to do that, but it needs to do more, too. I agree with "the smartphone was a phenomenon because it put the internet in your pocket," but I think we're still looking for the correct X and Y values of "AR will be a phenomenon because it puts [X] in your [Y]."