I'm extremely bearish on AR. It's failed to find a footing in any niche. I thought phone-based AR had a better chance of taking hold than headsets, but we haven

I'm extremely bearish on AR. It's failed to find a footing in any niche. I thought phone-based AR had a better chance of taking hold than headsets, but we haven't really seen much of anything since Pokemon Go. AR Core and ARKit have not attracted many developers since being released nearly 5 years ago. I'll throw one counterpoint in which is the new Mario Kart ride at Universal Studios. It's dark ride featuring a spinning cart, big sets and projections and interactive gaming via an AR visor. It's absolutely incredible. They skirt a lot of issues by keeping the lights off so the overlayed image stays sharp and also the visor is tethered to the car, so most of the horsepower is not melting your head.