I mean that’s what any company has to do. There was a time when the iPhone didn’t exist and focusing on phones as a computer company seemed absurdly dumb. The same is true for the App Store.For the life of me, I don't understand why a company with the market cap the size of Apple is focusing so much on something that is so clearly going to have such little appeal.
To me, the holy grail of AR is sizing up tactic, holographic plasma displays that we saw from Japanese researchers in 2015: https://arstechnica.com/gadgets/2015/07/a-floating-holographic-plasma-display-that-you-can-touch/
If Apple could create a solution where they could project tactile, holographic images into our every day living environment without having to wear bulky visors??? What an amazing, world-changing development that would be!
Focusing and building a market where one doesn’t exist is important.
They won’t always be right. But they have the money to be fantastically successful when they are.