My purely personal view is that VMware's second act has begun and it'll do well. Pat deserves some of the credit for accepting that Kubernetes would be the future of the business and throwing his weight behind it.
There are aspects of Pat Gelsinger's leadership that I dislike, but they're orthogonal to his management style and foresight. He's been effective.
I will echo this. After we were acquired, I was incredibly hesitant about Pat. Over the past year, I’ve come to believe he is an excellent leader who has fantastic vision and insight even if we disagree on many things.
I’d be incredibly happy to have him if I were an Intel employee.