must disagree. A bloated company is the killer of innovation. Job security is no indicator for innovation. In fact, the most unsecure job produce the most innovative Tech (see Startups).
In a way, it's natural selection that drives evolution, by removing the unfit genes from the gene pool. This is arguably more important than mutation, and mutations would accumulate to be catastrophic over time without natural selection.
Startups that survive tend to be more innovative than other companies because other, less innovative startups were less secure than comparable departments within larger corporations that were also low on innovation.
The death of all replicators is unchecked random entropy.