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.
ChatGPT is the number 1 brand in AI and as such needs to learn what it's selling, not how its technology works. It always sucks when mission and vision don't align with the nerds ideas, but I think it's probably the best move for both parties.
I'm not as in tune as some people here so: don't they need both? With the rate at which things are moving, how can it be otherwise?