With respect to the CEO of that company, I mean, sure. But you kind of take that as a given. It's not like he's only been right, and certainly his leadership so far has been business oriented, vs. "wave of the future" oriented. A good example is how the AirPods ended up being an arguably bigger success than the Watch (and how that hasn't really been fully capitalized on). The good news is that the world's biggest company is precisely the kind of place that can afford to iterate on something like this in the public. So if the theory is that the "dream" of AR is only possible by getting stuff out there to iterate on, then they certainly now have a good shot.