Did any of you really use it or only look at the video? I agree that the UI needs much more work (the entire Swing programming is really old - and not really convenient). I really didn't like the resource-ui tool.
However, being able to write once and compile on the cloud (not needing to open 2 environments - eclipse & xcode ide like in PhoneGap is a huge plus).
If they will get their act together regarding the UI (html and css for example)they might be the winner in cross-platform development world...
Also I wonder their future support in Scala.
Notes to AR adaptation: I believe that AR will be introduced not through everyday life experience but via event context. (Similar to the 3D dorky glasses that we use in the cinema today). In those scenarios, the environment is much more controlled and even process lagging can be forgivable.
For example: take any stadium close sport field, like Soccer Euro championship. How amazing would it be to go to a empty soccer stadium and just see using AR the game in your hometown. Not saying there are no tech challenges but it is definitely easier where the env is controlled and even been 3-5 minutes behind is still ok, for a new kind of experience.