Yeah, sorry - it’s not just AR vs. VR. I think the “end goal” is really “invisible hardware enabling mixed reality”, and whatever your proportional mix is, it’s all possible.

After a few days of contemplation, given the current “bulk” of a headset, and barring some sort of brain-computer interface that’d be morally tolerable, it really doesn’t matter whether it’s waveguide AR or pass-through MR, because it’s not a device you’ll wear around casually.

Whatever the solution you could wear around casually, it’ll be huge, but until then, it’s the experience, not the tech, that’ll matter the most.