On a technical level nothing too special and a bit disappointing. To be honest it’s just too many sensors and especially weight for XR/AR. IMHO only Apple fanatics will be caught with it in public.

But it will be helpful for the market as the VR/XR market is growing and maturing. People who have never thought about the topic might consider it now. Gaming might no longer be the only vertical that makes sense.

It’s definitely going to help more established or cheaper players.

Nevertheless: Apple wins already now in terms of ecosystem and UX, as they usually do and this will shape the whole market and impact all the players in the market.

An AVP2 will be smaller, more lightweight and better targeted at the usecases Apple sees an interest in. That will be a lot more interesting.