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People are comparing this to the mobile revolution but I am curious to know why history should repeat itself. As far as I can tell there's currently no secret sauce that will make AR usable that Apple is uniquely in the position to monopolize (needing higher FOV, rendering opaque objects, etc).

Is it just the ability to drive cultural adoption to avoid "glasshole" stigma?

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Apple has capabilities that others don't have. Apple can design their own batteries, cases, utility chips, CPU, GPU, screens. They have exceptional assembly factories, where they can assemble with very low mechanical tolerance and calibrate HW better than most of the competition. They have patented several new methods for making glass. They have non garbage collected UI capabilities, low level GFX API developers.

Apple is in a unique position to get an edge on the AR/VR market.

AR technology development is really just about turning the crank, and Apple is best at that nowadays.

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