I think they have 2 big paths to go down, the current path which is a device mostly for in one spot, mostly solitary use cases. This is certainly the current version of the product. You don't have to take it off for quick conversations or to go potty or get a glass of water, but you absolutely want to take it off to have dinner with someone, spend quality time with people, etc.

The second big path is the it's just a pair of glasses you wear use case, where you just always have it on, since it's literally just a pair of glasses, that can also send information to you, much like what the MIT wearables project has been playing with for decades now.

Will Apple move towards this second future? I don't know, certainly the tech is nowhere near that ability and still be "spatial computing" or AR or whatever you want to call it, but if they can figure out how to shove high-quality digital projections onto a pair of glasses, I can't imagine them ignoring that market, because that is what will replace the phone and probably watch.