BTW: I understand that Honda used to be very innovative in disruptive ways, creating entirely new categories of products (e.g. they invented the off-road recreational motorbike) but, like Sony, have instead only made sustaining innovations to existing product categories for the last two or three decades. Are my facts right? (I'm going by Christensen).

[I'm guessing merely sustaining innovations is the very thing Larry Page wants to avoid (and separate business units helps with that, because then they're free to fit themselves to the market need - like a startup).]