"The years wasted rebuilding Viya multiple times could have been years/money spent on changing 9.x to be highly scalable, cloud-native, etc"
That's a very big "coulda woulda shoulda". Attempting to radically morph 9.x would likely have been an even bigger clustedFu-k, especially when compatibility issues between SAS releases going back to pre-MVA (Version 5) are considered.
The Big German used the term CF more than once to explain the dynamics and conflicts going on within R&D surrounding these interoperability, compatibility, etc. issues.
Earlier attempts to parallelize/scale MVA (predating version 9, but the same basic Architecture prior to TK) was an exercise in futility that created the SPDS spinoff -- which is earlier incarnations required its progenitor, Ami, to actually go to customer sites and configure it.
Then came TKTS, a cluster fu-k of epic proportions that clearly demonstrated the difficulty of building database technology correctly. The remnants of that train wreck remain in Fed Server -- and how much revenue is that generating?
Together, these data management fiascoes no doubt, further convinced JG of what he already deeply believed -- that simply su-king data out of databases, or bringing Analytics to the Database (some thing the Big German was integral in making successful) became the cultural imperative.
Then the big cloud vendors started building, massively, scaled, distributed databases with very low cost of entry, especially for average size workloads.
Wouldn't you know it, they figured out they could integrate analytics pretty easily with their native data platforms, so, with their massive market, capitalization and profits they went out and hired the best Analytics PhD's on the planet, offering them 2-4x what SAS pays.
Then open source took over the world ...