My answers is that Satya Nadella is betting the farm on LLMs/AI and, even if it's a path toward failure, Nadella has built enough credibility from past results

My answers is that Satya Nadella is betting the farm on LLMs/AI and, even if it's a path toward failure, Nadella has built enough credibility from past results that he will allowed to go a long way before the board or investors will start trying to rein him in. This could be Nadella's "let's buy Yahoo" moment.