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.
You can really flip the entire ad supported industry upside down if you integrate with a bunch of publishers and offer them a deal where they are paid every time an article from their website is returned. If they make this good enough people will pay $15-20 a month for no ads in a search engine.