The Slow Incumbent Myth

The difference between innovating at pace, and losing in spite of the fact you had met new technical challenges is an interesting way to see incumbents in tech.

Unfortunately, I can't read the two papers linked at the bottom of this article, as they're behind paywalls.

http://orgsci.journal.informs.org/content/14/3/227.full.pdf

http://mansci.journal.informs.org/content/54/7/1237.full.pdf