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.
They have the next iteration of GPT Sutskever helped to finalize. OpenAI lost it's future unless they find new same caliber people.
It's going to get orders of magnitude less expensive, but for now, the capital requirements feel like a pretty deep moat.