AR is the natural progression of VR, so it makes sense to start researching it at least. They should get in touch with Ray-Ban / Oakley for the ergonomics for the end-game ergonomics.
Current WIPs using Unreal Engine 4:Agrona - Tales of an Era: Medieval Fantasy MORPG
I think the efforts that went into promoting Mobile VR too soon for it's own good would have been better off spent on promoting motion controller experimentation ahead of the Touch release, including having a motion controller jam instead of a Mobile VR jam in 2015. Because in 2015 you needed the motion controller experimentation more then you needed mobile VR, and for 2016 VR you will need the power consuming GPU horsepower of a 1000$ PC more then you need the ability to walk outside your house with a hot blindfold stuck on your face...
But mobile AR makes a whole lot more sense, including the ability to pull it off with less GPU horsepower (and more latency), or walking outside your house with it.
It's confirmed CV1 won't have AR, but I hope it will be easy to add an AR kit to it so it can be used for early AR experimentation, and maybe even lead to a Mobile AR jam ahead of the CV2 and mobile AR release.
AR will likely be totally different display tech than Rift devices. Unless they want to use cameras, which is a far less elegant solution than stuff like the hololens.
Meanwhile, Oculus purchases Surreal Vision. They've developed tech allowing an HMD to display on-the-fly 3D representations of your surroundings with the potential to augment those surroundings. This could be used as both an artificial AR, as well as an inside out tracking system. 😄 Think Couch Knights but in your actual living room.
Not a Rift fanboi. Not a Vive fanboi. I'm a VR fanboi. Get it straight.