Nadella does not "play it safe" he's a hyperfocused dufus. He latches on to the new "thing". This in itself is fine, as Microsoft were the first to the show with many things. But then he either gets bored, or he expects 100 percent profit margins in 3 months. If not it's axed. He's made MS lots of money because of asure and cloud services, but now he's pissing that all away with spending billions in Ai that is another fad.
Hololens was remarkable compared to any of the other headsets. It was true pass through technology as it was a clear lens you could look through but had displays in the clear lenses. Unlike all others which is simulated pass through. It never made money and they squandered the project by not releasing a consumer version. Just one example of many. He needs to be replaced ASAP. Panos would be awesome, someone with great consumer / corporate focus and stop messing with garbage stuff like Ai.