I agree with what you say, and I also don't want to play down Google's achievement. I just wanted to say that imho currently Google doesn't own any technology that would be truly indispensable - for any of their product, I can use competitor product without losing that much value.

Yes, 10 years ago they were "still just search," because that was the indispensable way to navigate the internet, it was a core technology. During the last five years, the focus has shifted so "just search" is not that important anymore, but Google somehow didn't evolve, but instead has been developing new and new products. And while some of them are very good, in the future they all can be replaced by the competition. Google is just not essential for the Internet anymore, or at least that's my feeling.