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Eh. It's as likely there is some power play going on here and they're using his behavior as leverage.

When big changes happen, it's because multiple vectors have aligned. One isn't enough.

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I think you're understating the difference between "an affair by a CEO" and "an affair by the CEO of a company at the center of a technology deemed as critical to national competitiveness and national security, with a spy for your most serious competing foreign nation".

When Congress starts having hearings about your affair, you have fucked up but good, as they say.

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