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Apple's model has never been user data though - hence the hefty price. Several portions of the presentation were dedicated to detailing what data was / wasn't available to apps and eye tracking, room tracking, camera data, voice and audio are all local / secure and on a separate layer to app data at a system level.
Google / Meta for sure. They would love you to wear these things everywhere.
Soul
Because you having a headset does nothing for the person sitting next to you on the sofa. Exactly. Augmented reality but only for you.
Long term, the money in this is for them to track and "augment" everything you see, all the time. So they need it to be at least as lightweight as Google Glass. On the way there, they may well sell this to a lot of (mostly bachelor) nerds with homes full of smart devices. With this, you could point at a smart device to call up a config menu or make further gestures to control it. Get enough engagement there and we could start seeing devices where this is the only way to control them. Fun when it's your front door...