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This is the right read.

There are certain lines CEOs of this level absolutely cannot cross, and a relationship with a subordinate is one of them. Hiding it, putting the entire company at risk for it, a board can’t trust a ceo that puts their extramarital dalliances ahead of the company’s interest.

Chips to China, on the other hand, is in the company’s interest. That’s what lawyers and lobbyists are for, and when they behave enough, that’s also what “rockstar” CEOs are for.

Jensen got too big for his leather jacket. Simple as.

Exactly how was the entire company put at risk?
Optics and lack of trust seem to have done plenty in the markets, no?