Net neutrality is not the only way to privilege your flows on the Internet: There's nothing to stop me from writing a crude application-layer protocol atop UDP that implements reliability but not congestion control. (You maybe had to implement something like this for your networking class in school; otherwise you could start with a protocol like DCCP.) If I were to use that to send data as fast as I could to some remote computer, I could be sending more data than the smallest-capacity link could handle. Other TCP/IP connections sharing that link would detect data loss and thus reduce the amount of data they put in transit, but my protocol wouldn't have to. I can monopolize that link.
So assuming your physical layer is tin cans and string, what he's arguing is that if you have a link with a capacity of 12 segments, then data from Google will use 10 of them and a client will never expand its outstanding data beyond 2 segments. If both used vanilla TCP/IP, they should share the link evenly.
Of course, speed is a critical factor for Google. Android by default uses TCP Westwood+.
It's been six years since I tinkered with TCP/IP and really focused on networking, so someone please correct me if I'm wrong >_<