Cash is the least concern. I listened to a podcast about the history of Microsoft and there were times where Gates said "at least it was only money" or something to that effect.

Microsoft floundered an entire decade on mobile and Windows Vista when they were going to lose out on Google that was literally paying OEMs to use their software and Apple, who had a vertical stack and made money off hardware. Huge setback in terms of focus that took them a long time to recover from.

The main constraint is focus of talent to work on one thing. This is a huge move in terms of coordinated effort into this space that may or may not pay off.