I've seen this stuff for DECADES. Another book is not on the menu. NOTHING has changed and pretending there's new insight is pointless.
> big companies also have the resources needed to invest in long-term R&D with potentially big payoff down the road.
Very few do this (AMZ is one, MSFT another). The exceptions do not make a rule, nor do they "innovate" (iterative improvement) as much as "experiment" to break into new markets. This is an important observation, which is a good indicator of the level of analysis performed.
It's important to note, innovation itself rarely lends to a successful company, which is a different discussion and necessarily colors the state of things.