I think you are looking at it in too strict a sense and there is a lot of room between 1 and 2. His speculation on why there are less women in tech ended up really coming across as insulting to many of his colleagues as well as portraying his company in a bad light overall (whether that is a reasonable reaction or not is another discussion). It's not in Google's best interest to keep employing him unless he handled it really well after the fact but he seems to have mostly just doubled down.