I think the idea is not that they wouldn't have goggles—these lab prototypes have goggles—but that they might be much more constrained than a free, walk-around head mount. Think: Imagineering-like controlled experiences down to arcades rather than a personal walk-around device like Glass^n or Rift AR. Controlling both the environment and background they augment and the head movement (and not worrying as much about miniaturization) could make the problem easier enough to be manageable.

Still unclear. They do seem to imply they want it to be an unconstrained mobile AR device, but that is indeed ambitious enough to warrant skepticism. Walk-around tracking for home/anywhere is still an unsolved problem for Oculus, and overlay AR is at least several times more demanding.