I have seen a weird number of posts/responses trying to say "this isn't because he had an affair" and like, I guess it's not, it's that he had multiple affairs that have confounding effects on the business (with subordinates, with people who got chips to China).

So no, it's not literally about his sex life, but pretending like that doesn't factor into the whole things seems like a very strange point for people to keep making. It may not be that 90% of the cause is "he had sex out of his marriage" but it's also not 0% (it surely doesn't make him a "good leader(tm)" if he's having sex with subordinates)