If there's a 10% chance that your business is forever upended, and if you don't react you'll be left in the dust is the right decision "90% chance we'll be good

If there's a 10% chance that your business is forever upended, and if you don't react you'll be left in the dust is the right decision "90% chance we'll be good, no need to change plans" or "Hey we're making too much money to take any risks here, lets adapt to the 10% chance, and if the 90% comes to pass we'll just go back to the way it was"? I think it's pretty clear that tech CEOs made the right choice from investors perspective. I don't see how you can come to the conclusion that they failed to predict market conditions when you don't know what odds they came up with.