meaning the smattering of new orgs would still advance slower collectively, and each may have more trouble getting millions/billions of funding unless the leadership are also decent negotiators
This seems to contradict history. The split up of Standard Oil for example led to innovations in oil drilling. Also you are seriously overestimating how hard it is to get funding. Much stupider and more poorly run companies have gotten billions in funding. And these leaders in the worst case can just hire negotiators.
Daniel K seems pretty open about his opinions and reasons for leaving. Did he not sign an NDA and thus gave up whatever PPUs he had?