Most people read Innovator's Dilemma as a tech disruption book. Wrong. The real insight is simpler: if the incumbent finds your business model unattractive, they won't pursue you. Google would never let consumer AI go — it doesn't destroy their monetization, so they'll fight for it. Meanwhile, cloud-era software incumbents who didn't want to shrink from 10,000 customers to 4 were predictably disrupted. That's the framework.