Good analysis, just a few nitpicks: AR is the future… when it matches human visual abilities, which may take several decades more, be it through glasses, or through a neural link. There is a deep uncanny walley in either case to overcome.
I would like to believe in a web3, but right now it’s mostly web1/2 interfaces to something that could be achieved in any other way.
LLM AI has already revolutionized AI, it’s the holy grail “glue” to keep different AIs working together, including itself.