The summary is very succint and quite concise. The only disagreement I have is that hybrid technology is the panacea for gross market share.
Otherwise he hits the target without question. Unfortunately, the sad truth is that the hemmoraging will only get worse if both companies do not get smaller very quickly. Additionally, it certainly wouldn't hurt to make exciting, quality, fuel efficient products that consumers are compelled to purchase. All of which, would require a definite culture paradigm shift, that I'm not certain is easily attainable at this juncture.
What do you think is the fast path to large enterprises becoming more open?
I really don't think there is a silver bullet for this paradigm shift. In fact, I would argue that large enterprises must become small. That is remove the bureacratic barriers to conversation and dialogue(ie customers/employees). Reduce the size of critical processes. It really must be an iterative process. Perhaps, first and foremost there must be a top-down culture change that involves erradicating the _big_ hiearchical methodologies.