And yet ML had to raise almost $5B to get to around ballpark with the Hololens which I assure you Microsoft invested substantially less money into and already has tens of billions in government contracts committed to use the thing.
What they could do, if they figure out the right play, with the right hardware, is make this a really compelling active entertainment device. You already saw haw popular Pokemon Go was... I think locking eyeballs to locations has VC's interested.
Yes, but Pokemon Go was popular because it was on a phone you already had, because it was an extremely popular franchise, and because of the good luck of being a fad at the right time.
Nothing else took its place, and, while still being popular, it quickly faded from the status of global phenomenon.
It's a nice money making game, but not a hardware seller.