To be clear, while the fines might make operating in the EU unprofitable, they could just...follow EU regulations...and remain profitable, albeit at a likely lower margin
It's often very open to interpretation what constitutes a market, what constitutes bundling, what constitutes dominance, what constitutes monopoly, what even constitutes a product. There's neither such a thing as clear-cut definitions, nor even common sense (since different people's common sense can be diametrically opposed).
It's things as basic as: is a Sony Walkman with headphones one product or two? What's the difference between Sony requiring you to buy headphones together with the tape player, or Android requiring Google to be the default search? Is "portable cassette player with headphones" a single market, or are "portable cassette players" and "headphones" separate markets?
There's no such thing as "just follow EU regulations". Google and other observers can genuinely believe it's following them, while a specific EU court and yet other observers can genuinely believe it's breaking them.
Sony and headphones together with tape player ... there's a synergy there, when they can sell them together, it's a small one though. (Selling two pieces of hardware together generates more turnover with one transaction.)
With Android requiring Google to be the default search ... in comparison to the headphones there's a huge synergy here, I'd say. Collecting data (via non search software on the Android phone) and adding to it more data from search, makes all data more valuable in a very non-linear way. With the tape player I'd say it's more linear.
So for me, the search data is a quite obvious non-neutrality issue.
When I read the example though, I immediately thought it didn't quite ring true. So I tried to explain to myself why and came up with what I wrote.
Even though there are obviously many examples one could give, where it'd indeed be difficult to see a difference, I didn't want to let this specific example go unchallenged. Why? Because it is so close to the actual topic (Google).
Because of the tying of third-parties, I don't think that this is an equivalent comparison. This is more like going into the record store (since we're going back to the 80s with our Walkman) and finding that you think the Walkman comes with garbage headphones. So you pick up a Panasonic player and the headphones you want. Then you pick up a couple of tapes that you wanted to listen to, get to the counter, and the store owner explains that those albums are on the BMG label, so he can't sell them to you. In fact, he can't sell any Sony Music group cassettes unless you own those shitty Sony headphones, because if he does, Sony Music won't let him sell any more Sony Music albums in his store.