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I don’t know why everyone is so negative. The gameplan seems pretty clear to me.
- Make expensive fancy product. This is effectively a “devkit” that companies can use to start experimenting with AR software.
- Make lower cost product. There are now a few decent apps available and early adopters will be willing to buy it to be one the leading edge.
- Now there is a bigger market, leading more companies to be willing to develop apps.
Apple is hoping that this is enough to break the chicken-and-egg cycle. Enough to get a few powerful apps such that more regular consumers will be willing to buy which again increases the addressable market which makes it more attractive to companies.
They added telemetry. 100% of responses had internet access.