Circular interfaces? No worries. Persistent always on top but small and low utilization? Not a problem. spatial contact aware apps? Gimme.
Dev Ex Is going to suck hard for a long time, but good AR hardware will be the opposite of constrained.
Honestly I guess it's similar in capabilities to the early web before the introduction of JavaScript, where all custom code had to run on the server. Maybe Apple's plan is to increase capabilities over time the same way the web did. I kind of don't think so, though.