> David will always, in the long run, win against Goliath.

Every Goliath may, in the long run, meet a David that beats it, but this premise ignores all the thousands of Davids that don't win.

I'm hesitant to use 'always' language but the innovator's dilemma is indeed another application of the same principle. It's remarkable when a company like Google can pivot in a way that threatens its existing core revenue streams.