He comes across as someone who knows what he's talking about and talks about what he knows.
I'll take up only one thing. It seems to me that what he's calling "Disruptive inovation" is highly subjective. After well over thirty years in the IT industry, I'm used to the shifts and turns of technology. I've had to learn, on average, two new languages or systems for each of those years. It's a given in modern industries that continuous innovation is the rule, rather than the exception. When I've worked on the hardware side, I've met people who have to get their heads around new chip sets or manufacturing technologies on a continuous basis. After a short time, you learn to love it or get out. Surprisingly few get out until retirement age pushes them out, when many of them become consultants. 🙂