Surprised that no one has mentioned Asymco or Horace Dediu and his recent podcasts and blog posts:

http://www.asymco.com/2013/06/27/preempting-the-praetorian-g... http://www.asymco.com/2013/06/27/the-critical-path-90-the-pr...

where he goes into a lot of detail about how functional organizational structure might be relevant to innovation in a large company.