Their main value prop is any sophisticated work requiring extensive pre-planning in group settings or in a physical environment like surgeries, architecture, and work training.

There’s tons of complex jobs like this in the military, healthcare, high end niche manufacturing, etc.

There’s also the sales aspect where you help customers visualize products like a car demo to executives.

The barrier seems to be customization and staffing the implementation. You could generalize some things like certain specialized surgeries and create platforms across other fields. But most might require a mix of 3d, coders, and designers/art directors.

So we could see the equivalent of video production studios or web design shops for AR. Then these same shops will find patterns and develop products to generalize them.