Beyond that, I’m not sure what you think is going to be the visionary product. AR/VR still feels like 3D tv to me - a solution looking for a problem. The best use case I’ve seen was HoloLens and the military, but even that has had limited scope.
Have you tried the Vision Pro? It was a life-changing experience for me. I actually forgot that I was looking at a screen and thought that I was looking through a transparent visor. It was that good.
If they could get the weight down I'd buy it in a heartbeat. The problem it solves (for me, or at least would solve if it didn't weigh so damned much) is having effectively a giant monitor that I can use on a plane.
Where does it add value? Entertainment, but not nearly as much as 2D entertainment. It also takes a lot more processing power to decode the 3D experience. It's why people get fatigued after spending any reasonable amount of time in VR. Some of that is due to the synthetic nature of the experience, but even a theoretical perfect device would require more energy consumption for the brain to decode than an equivalent 2D interface. The experience in 3D might be more intuitive because it borrows from already learned spatial relationships and behaviors from the real world, but long term it's going to take more energy to accomplish the same task in a 3D environment than a 2D one.
For the vast majority of people, what we have now is optimal. It's like trying to train a model when its already converged.
If they could get the weight down, the size down, the cost down, it might have a market. But with the R&D of a trillion dollar company they've been unable to do any of those things.
Mass adoption would require the thing to be the price of a gaming console which is almost a 90% price reduction from where it sits today, while making it smaller and lighter.
Good luck to Apple.