People do not want invasive glasses, even if they make them as small at normal glasses. I just don't see it becoming anything other than a niche product.
It's like all the moves to voice/audio interfaces powered by AI. They simply won't take off as audio is inherently low bandwidth and low definition. Our eyes are able to see so much more in our peripheral vision, at a much higher bandwidth.
Some would argue that's an indication that AR will happen, but it's still so low deff, and incredibly intrusive, as much as I love the demos and the vision (pun not intended) behind it.
As far as I can see, the only motivation for the visual overall is that they need something to fill the gap until they have some real AI innovations to show. This is a "tick" in the traditional "tick" -> "tock" development and release cycle - a facelift while they work on some difficult re-engineering underneath. But that's not AR, it AI.