VR headsets with passthrough have been around for a long time now, yet we don't see them taking over any industries. Apple has released a product with much higher specs and much better passthrough, I'll give them that, so maybe that's what's needed to push the market in that direction. Although personally I doubt it, at least for this round, lots of reviews which note the less than perfect implemetation from reduced FOV, to color gamut, latency, and a myriad of other factors which make this too far removed from just using your eyes. I totally get where you are coming from, and don't disagree in the least, it's just going to take many more iterations and a much lighter, more ergonomic package, and for mass market appeal it needs to be cheaper.
My hope is that Apple spurs on competitors, elevating the entire market segment just like they have done with smartphones and tablets. You can already see Meta pivoting as they announced the ability to see spatial video and use pinch gestures on the Quest 3. I'm sure they are busy re-designing the Quest 4 and Quest Pro 2 now that they see what Apple has released. But at the same time I really really hope many of these companies do NOT follow the VP design, there are already AR/VR headsets with pretty similar specs which are much smaller, lighter, and more ergonomic available today so we know the technology is there. So vice versa, I also hope competetion spurs Apple to do better then the monstrosity they released.
I think that's because there aren't many "industries" that VR can take over; which I view as for mostly entertainment.
Apple going deep on AR is totally different. It's just a matter of time for Apple and developers (now that they can purchase an AVP for development) to write the applications; a dozen or two potential use cases that I've written about here in the past. Those just scratched the surface - there are far more.
It's kind of like when Apple entered the smartphone market. There were other smart phones available at the time from Motorola, Ericsson, Nokia (referred to as MEN in the industry), etc. Apple released iPhone with far more useful functionality and features, and the rest is history. If Apple had instead released an iPhone that merely did the same functions as those from MEN, the iPhone would not have been competitive, and for sure would have failed.