Jason’s prediction bundled two claims: (1) Apple would skip VR and go straight to AR, and (2) Google would also go directly to AR rather than VR as its primary immersive platform strategy.

Apple part – directionally right in emphasis, but not a clean "skip" of VR

• Apple’s first head-worn platform, Vision Pro, was announced in June 2023 and released in 2024 as a mixed‑reality headset. Apple markets it as a “spatial computer” that blends digital content with the real world via full‑color passthrough, and carefully avoids calling it a VR headset, even though it can run fully immersive virtual environments. (en.wikipedia.org)
• For years, Tim Cook has repeatedly said AR is “larger” and more important than VR and that Apple is “high on AR in the long run,” signaling a deliberate strategic tilt toward AR rather than classic VR. (macrumors.com)
• Apple also built ARKit and made iPhone/iPad an enormous AR platform well before shipping any headset. (en.wikipedia.org)
  So Apple did not launch a conventional, VR‑branded platform like Meta Quest; its ecosystem is framed around AR/spatial computing, even though Vision Pro technically spans both AR and VR. This makes Jason’s spirit of “Apple will prioritize AR over VR” broadly accurate, but the claim that it simply “skipped VR” is debatable because Vision Pro does support VR‑style use.

Google part – largely wrong

• Google had already done VR (Cardboard, Daydream), which it discontinued in 2019, so it did not “go directly” to AR. (en.wikipedia.org)
• After working on the Iris AR glasses, Google canceled that hardware in 2023 and pivoted to Android XR, an extended‑reality OS meant for headsets and glasses. (en.wikipedia.org)
• Android XR is explicitly an XR (AR/VR/MR) platform. Its launch device is Samsung’s Galaxy XR/Project Moohan, a standalone mixed‑reality headset with VR‑style capabilities and controllers, positioned as a competitor to Apple Vision Pro. (en.wikipedia.org)
• Google is also pitching Android XR as a software platform for third‑party VR and MR headsets, including a proposed tie‑up with Meta’s Quest line. (reuters.com)

Overall, Apple’s behavior roughly matches the AR‑first intent, but Google’s current primary immersive strategy is a general XR platform serving both AR and VR, not “going directly to AR.” Because the prediction was conjunctive, and the Google half clearly did not come true, the combined prediction is best scored as wrong.