Google isn’t facing the Innovator’s Dilemma; it’s just so deeply Positioned in search that it’s been a sitting duck for the first superior technology or business model strong enough to take it on. 

Positioning is the flip side of one of Hamilton Helmer’s 7 Powers, counter-positioning: “​​A newcomer adopts a new, superior business model which the incumbent does not mimic due to anticipated damage to their existing business.” As Helmer points out in the book, counter-positioning is distinct from disruptive innovation. 

Similarly, Positioning is distinct from the Innovator’s Dilemma. We can define Positioning as: “An incumbent is susceptible to a new, superior business model due to anticipated damage to their existing business.”