Trouble is, those two positions are not mutually exclusive.
I‘m not skeptical that Apple can blow our socks off with a best-of-breed AR/VR experience.
The question is whether, once the novelty has worn off, people will want to spend their working day wearing $3000 ski goggles that need a new battery pack every couple of hours. Also how many people will have problems with eyesight, migraines, fits etc. - quite aside from people already recognised as having restricted vision (I would be staggered if Apple don’t have an accessibility guide somewhere in the developer materials for this, but it’s already easier said than done to do a good job of accessibility with a screen and keyboard). Issues like that (and supplying expensive Zeiss prescription lens inserts to those who need them) will be very important if (as implied) they want Vision to find roles in business and industry.
Thing is, until these things are fit to wear for 10 hours straight, what do they actually add? If you want to translate a Japanese sign you can already point your phone at it, without walking around Tokyo dressed as a Power Ranger. If its a choice between getting out the goggles, strapping them on, starting them up and hoping the battery is OK vs just pulling out a phone, I’ll take the phone.
When Jobs announced the iPhone I remember thinking, gosh, yes, that looks far more useful and practical in every way than my current Windows Mobile pocket brick, provided the onscreen keyboard is usable (30s of hands-on proved that). With the iGlasses - I’m thinking “that would be great to play with for half an hour - and then put back into the cupboard until I fancy a game of immersive Minecraft*”
(* ssssssssss….. )