Really? Nothing? I find that puzzling.

I'm in the same camp, I agree with you, I'll belive it when I see it. So much BS and rumours flying around trying to get clicks.

However, the amount of the announced features and API's that have been revealed are perfect for setting up for AR use and could hint at Apple's normal behaviour of trying to sell you the problem and then the solution, or some sort of day one use case.

A a couple of examples; the Live Actions API (or whatever they call it, the home screen widget one to replace notification spam) is an easy setup for live data feeds on a HUD in small widget like elements for things happening in realtime contextually to your activities in the world around you. Same goes for the Maps expansions for providing integrated access to services directly via an ecosystem within their control, along with the AR direction mechanics we saw introduced not that long ago. Having data feeds for devices like e-scooters with their current state integrated from day one, along with transport services - without the need for third party apps - would be massive on this front for driving adoption via features. Same goes for the dictation improvements, sure a perfectly resonable update in isolation to removing blocking behaviour that the user is presented, but expanding that framework to allow for multi-source input and more granular interprative interaction (as there would be no keyboard) is lining things up nicely, especially in aid of training the ML models powering it. Same goes for the 'live cutout' feature, awesome feature as a standalone, but the implications for AR, being able to isolate an entity in the real world from its background is huge.

We've seen the same slow creep in of these sorts of things over the last few years at WWDC since the rumours started. Sure, these additions are good for the sake of integration and easing the friction on the user experience. But if alterior motives can be prescribed, I think they paint a good picture of what could be going on behind closed doors.

I would mention more handoff features and such, but the argument is too loose. The feature is just a good addition on its own and couldn't be tied in to a decision like that. I may play a role, but stands on its own too well.

Granted, nothing is a given and its just my speculation - but I think there are certain areas of development where if AR is their goal, you can quite easily make the link. Eh, just food for thought!