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.
Will they though? Last I heard OpenAI isn't profitable, and I don't know if it's safe to assume they every will be.
People keep saying that LLMs are an existential threat to search, but I'm not so sure. I did a quick search (didn't verify in any way if this is a feasible number) to find that Google on average makes about 30 cents in revenue per query. They make a good profit on that because processing the query costs them almost nothing.
But if processing a query takes multiple seconds on a high-end GPU, is that still a profitable model? How can they increase revenue per query? A subscription model can do that, but I'd argue that a paywalled service immediately means they're not a threat to traditional ad-supported search engines.