You have to get to the end of the speech. His point is that there are a handful of relatively simple things that can add up to such an outcome, and that academic institutions teach in such siloed ways that people aren't learning how to do the cross-field synthesis required to understand something, even retrospectively.
Though that is a valid point about great business, the text here does not teach/demonstrate this skill in a way that would help one realistically apply it.
The important points to make, are that it's far more important to maneuver oneself into a position where you can see the landscape clearly, deliver the power to make moves, and then just use uncluttered thinking to chose those moves but chose them you must as the more moves you make, the faster you learn. As opposed to lingering in the ivory tower devising ever more ingenious strategies to excuse weak execution.
He's been making the point about silos in academia and the benefits of cross discipline education for decades, and not just in business. It is what it is.
