Maybe another axis that says "even slower adoption" -- something that happens often when things are going horribly wrong (usually to the detriment of the firm).
It's easy to be innovative when times are good and it's easy to be innovative when everything is falling apart and you have nothing to lose (see: eLearning over the past few months).
The hard part is that middle gray area where both investing in a bad decision and *not* investing in a good decision might both mean everything falls apart anyways.

Or, pithier, it's easy to be a saint while you're in heaven.
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