Lean Startup vs Zero to One - I will not promote

Lean Startup has been a staple of startup reading for a long time. I just started reading Zero to one and was surprised that several early concepts are almost opposite to the Lean Startup and similar concepts espoused by Paul Graham / YC - e.g.: * "Lean" - iterating and pivoting - is just an excuse for being unplanned. * Building a better product isn't usually sufficient. It leads to more competitive markets which drives down profits. * Focusing on competitors reduces value. It's better to focus on creating new markets. What are your thoughts on the two books and how relevant and useful have you found them in helping to build your startups?