I think it makes more sense to view android as a cheap way to negotiate it down to only 120B from a lot more money over the last decade. Search ads for rich consumers are insanely profitable, more profitable to google than android has ever been.

You and I would change our search engine but most iPhone users need an apple-maps-level mess up to go switch from the defaults (and even then that’s stabilized to a majority apple share now). Bing+apple could have been an existential threat to them in the mobile era; without android they would’ve had to pay whatever apple wanted.