The pressure from increasing costs is working its magic. We've recommended the Innovator's Dilemma any number of times. It's this simple. The essence of solid operational management is to protect the core intellectual and capital assets. New discontinuous approaches are impossible to manage this way.
Good management is great at incremental change.
Christensen offers a simple and powerful perspective on the reasons that dominant market leaders fail to stay on top. The new approach can not be quantified in the same way as the old approach. The risks and investments are profoundly different. They behave as if the change is normal and that they just have to swallow it like the rest of the things that they have learned. Here's a version of our standard note, perhaps you can use it in your world.