I think if you actually read this thread and others you'd find a laundry list of invented reasons people think his cheating is significant to the business. So, I think it is somewhat complicated, and I think it very much is up for debate. The consequential part isn't the affair, imo, it's what was shared during or as a result of the affair. The affair itself being the main attraction is a distraction. At this stage we don't know if Jensen reflected these beliefs because of Alice or if he already had them. Frankly, as the top chip maker in the US, much less the globe, he stands to benefit quite a bit by being able to serve China.