Working prototypes trump all theory.
I heard all silicon valley gurus stating they were "bearish on VR, bullish on "AR". This proliferated as a mantra throughout the industry. I thought they were wrong then, and believed the opposite - because I had a working VR headset that was awesome, but had only heard somewhat meh things about existing AR prototypes.
Until great AR hardware comes out, I'm still sticking with the same opinion.
If I couldn't get a demo, it's a cool enough concept that I might be tempted and they would get revenue and also the refinement that mass usage can help fuel.
But that doesn't really exist. There are some AR-ish apps like Google Translate that IMO fall into the better than nothing/sometimes useful category but there's certainly nothing in the "How did I live before this !?" camp.