Do you have any references to their analysis? I would love to read it.
Most people talk about ideas and politics without getting into the technical details of what's happening.
The Innovators Prescription[1] is written by 3 PhD's (2 in medical and running institutions and one in business) who provide an analysis as part of the book.
[1] https://www.amazon.com/Innovators-Prescription-Disruptive-So...