In my opinion, the reason why companies like apple and meta prioritize ar over vr is because they see ar as the next disruptive technology, while vr is niche limited to games and entertainment. They want AR to be integrated into daily life with widespread adoption. Similar to how people who never owned a desktop computer would own an iPhone.
It’s been clearly prioritised with the Q3. Perhaps as a last second pivot, but the intention is clear, especially given the demo app shipped with it. I expect to see an even bigger turn towards it with the next release.