I think you've hit the nail on the head. Balancing is crucial, and taking calculated risks can help set you apart. It's all about skating to where the puck is going to be, as you said.
Fyi...the puck bit was something I read in Forbes years ago that the hockey legend Wayne Gretzky had said. No need for disruption. No need for innovation. Just skate to where the puck is going to be. :)