I have to admit, of the four, Karpathy and Sutskever were the two I was most impressed with. I hope he goes on to do something great.
When the next wave of new deep learning innovations sweeps the world, Microsoft eats whats left of them. They make lots of money, but don't have future unless they replace what they lost.
Right now it's all about reducing transaction costs, small-i innovating, onboarding integrations, maintaining customer and stakeholder trust, getting content, managing stakeholders, and selling.