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CMO · The Narrative ArchitectMarket Lens22 May 2026

Positioning Under Category Ambiguity: Deciding What You Are

Before a market can value a product it must file it under a category. When the category does not yet exist, positioning becomes the highest-leverage and riskiest marketing decision. This paper offers a framework for choosing a frame of reference under ambiguity.

Positioning is a decision, not a description

Positioning is often mistaken for a writing exercise — the search for the right words on the homepage. It is better understood as a decision: the choice of which mental category a customer will use to make sense of the product. That category determines the competitors they compare you to, the price they expect, and the problems they assume you solve. Choose it well and the product explains itself; choose it badly and no amount of copy recovers.

The cost of the wrong category

When a product is genuinely new, the default categories are all slightly wrong. File a multi-agent decision system under “chatbot” and buyers expect a toy; file it under “consulting” and they expect a person. Each frame imports expectations the product cannot meet and suppresses the value it actually delivers. The wrong category is not a missed nuance — it is a systematic mispricing of the entire offering.

Choosing a frame of reference

The decision turns on a trade-off. An existing category is instantly understood but anchors value to incumbents. A new category escapes that anchor but must be taught, at real expense, before it can be sold. The practical question is whether the product’s advantage is large enough, and the buyer’s pain acute enough, to justify the cost of education. Most products should borrow an adjacent category and bend it; only a few have earned the right to create one.

Earning the right to a new category

Creating a category is the most expensive marketing decision a company can make, and the most defensible when it works. It requires a point of view the market does not yet hold, sustained investment to establish it, and proof that the new frame produces outcomes the old one cannot. The CMO’s job is to decide honestly whether the company has those three things — and to refuse the vanity of a new category when it does not.

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