2 points
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Their only AR feature for quest is passthrough. They’ve got their raybans but I doubt many are buying them. I couldn’t even tell you what they’re for.
You are mostly correct. The quest can detect walls and furniture, so there are some fun looking irl platformer game demos, but nothing big yet. Developers have only just been granted access to the camera feeds.
The raybans have sold 2m units. I think the target market is instagramers not XR enthusiasts.