I read "Good to Great", it's an awesome book for mature companies, but not really relevant for startups. Though never mentioned, I can sort of see Google fitting the profile of an up-and-coming "great company" according to the author's definition (one that will beat the market over the long term).
The prequel "Built to Last", however, is great for startups. He studied "visionary companies" in that one (including HP, IBM, Merck, 3M, etc.), and includes a lot about *how* a visionary company starts. I heard echoes of Built to Last in Woz's presentation at the startup school, so it's not just old-economy companies that it applies to.
