So I'm an indie game dev and I have experimented quite a bit with the previous version of AR from Apple and the biggest issue was of game design.

Making a game where people have to sit in front of a table, or stand, or hold the device up, is very restrictive and instantly makes you niche. You get more of a potential slice of the market making a cool 2D puzzle.

The tech was cool, worked reasonably well until -A- you moved a lot -B- low light. But unfortunately the market is about playing on the toilet, in public transport; or playing late at night in bed, in the dark. None of which really worked with AR.

As far as I see this going, it's still is looking for a "killer app" (I hate that term).

My best guess is we'll see this used a lot more in a business environment and even then, glasses are a far better approach (hint hint, hold on to your whiskers).