Kevin Meyer has an excellent blog entry “Toyota and the Power of People” over on Evolving Excellence.
If the Toyota Way has a bottleneck, it must be the time it takes to teach people to live the “Toyota Way”. If you grow quickly (and lose some of your top people), you will be constrained by the number of people you can bring up to the level that real lean requires.
Some more about the way Toyota trains people in future blog entries.