I don't think you understand what innovator's dilemma is.
Facebook is poised to crush the rest of the industry. They have the cash, talent, distribution channel and brand to do it.
Innovator's dilemma happens when
1) a low-priced, low-feature startup takes on higher-priced incumbent. High priced incumbent ignores low-priced startup.
No one can go lower than FB on pricing
2) Fear of cannibalizations (EV eating Gas-guzzlers for GM, BMW). FB has always let Insta, WhatsApp and Oculus to run like startups with plenty of freedom. Oculus is not a threat to core FB, but an enhancer.
Facebook is poised to crush the rest of the industry. They have the cash, talent, distribution channel and brand to do it.
Innovator's dilemma happens when 1) a low-priced, low-feature startup takes on higher-priced incumbent. High priced incumbent ignores low-priced startup. No one can go lower than FB on pricing
2) Fear of cannibalizations (EV eating Gas-guzzlers for GM, BMW). FB has always let Insta, WhatsApp and Oculus to run like startups with plenty of freedom. Oculus is not a threat to core FB, but an enhancer.
Bottomline, time to load up on FB stocks