Platform and Product
I think your analysis of Product and Platform is spot-on. I probably spend too much time watching the Military Channel, but when I think of the superior Product, a Tiger tank might have been the best of its generation, but the Platform of close air support and abundant, inexpensive Sherman's won the day.
It does paint a kind of odd direction for the future. Perhaps there will be only three or four platforms, like those you mention. The rest of innovation will have to "orbit" one of those platforms. Fortunately, platforms seem to come and go, otherwise oligarchy would set in. I notice you didn't mention Microsoft!