Great read! Yes, companies will have to reinvent their business and implementation strategies to stay ahead.

A good course on this topic which gives the perspective of McKinsey&Company consultants is "Digital business Model Innovation in the IoT" found on University4Industry.

Here's a quick link to the trailer: https://www.youtube.com/watch?v=z2mA4J_J1A8 and their website is www.u4i.io.