True, he seems to be addressing high-resolution immersive AR vs VR. Is that because he's looking for something to invest in? If so, it's definitely putting the

True, he seems to be addressing high-resolution immersive AR vs VR. Is that because he's looking for something to invest in? If so, it's definitely putting the cart before the horse for the average software dev, since AR can be very low fidelity and still be effective. It just has to add some value to reality to be a pretty big win. Mapping software is the main example to me. But maybe mapping is not even AR anymore — it's its own thing? What about Pokemon Go? Is that AR in this context?