It's much easier for a new entrant (startups) to innovate because they don't have the same baggage.
But that doesn't change my statement.
If you're not willing to break your business to change with the times, someone else will--and by the time you react it's too late.
http://www.onlykent.com/20100318/blockbuster-bankruptcy-2010...
In VCSes more than in regular software, you really have to get the design right very early in the process.
Similarly, in the case of changing mental models, most users and even developers of X won't be ready for Y when you write it. Trying to force the change onto those people will harm X and handicap acceptance of Y by confusing the Case For Y with the Case Against Killing X.
So it's hardly surprising.