It's a very good point you raise @OP. If you go back and look at the long list of failed products at Dell over the years, you'll see the same pattern emerge over and over and over again. That pattern has "failed leadership" written all over if.
You have to ask yourself, why is that? Why is the pattern allowed to keep happening?
Imo, it's because senior executives like JC, Travis, Arthur, Sam, Jeff, and others, simply refuse/d to operate under disciplined processes. They refuse/d to follow proven fundamental business practices.
For example, there's no accountability when deadlines are missed. They just make a new deadline. There's no accountability when deliverables are missed. They just reset the roadmap, assuming there even is a roadmap in the first place. With PPDM, there never even was a roadmap. There's never any accountability when releases are pushed out with major quality issues. Everyone is told to drop what they're doing and move to damage control mode. There's no product management discipline. There's no best practice process management. There's no architectural discipline. Many of our products are just cobbled together amalgamations of old, legacy, unsupported components from prior acquisitions like EMC.
Dell leadership has always operated under the model that if they fail, they simply go out and buy another company. Good luck buying Cohesity. Good luck buying Rubrik. Good luck buying CommVault. Good luck buying Veeam.
Based on hard decisions by BAIN of late, something tells me they're finally starting to get the full picture. Hopefully that means we will start to see some accountability at the senior and executive levels for failed leadership over and over and over again. Travis was a good sign some of that is happening now, but there's still A LOT more cleanup work to do.