> AR wins because you’re still tethered to reality, you can still do all the things you need to in the real world and have the advantages that VR would offer.

Not necessarily. AR glasses will always have field of view limitations and cannot subsume VR's unique usecases, and at least for the next 15 years, will be behind VR in clarity.

I do think AR will be several times bigger overall, but we shouldn't assume that AR is going to do everything VR does but better - it just doesn't work that way.