They are pretty top notch though- and also in a different field rather than ads - that alone makes them innovators. Also, doesn't Karpathy work at Tesla?

They aren't top notch, though. And while they are a different field than ads, even in a list of top self-driving AI companies they'd only make it on if the list were quite long. Karpathy is fine and writes (or at least used to write) some interesting things, but he's far away from single-handedly turning them into a top-AI contender (I mean, if one person could single-handedly do that, he'd be far down that list of people).