So we are in a world today where things like Android, Chrome, and the default search experience on an iPhone are all what they are because of Google's need to build moats around the GooDubClick cash cow. More importantly it's really hard to compete with these things unless you have a GooDubClick cash cow of your own, which guess what basically nobody does. Decouple them and that will start to change, there will be many businesses that will take all sorts of novel approaches, and that is what we refer to as "innovation" when we are being pragmatic and un-cynical about what innovation is, it's a dozen or a thousand companies throwing new stuff out there and sooner or later some of it sticks and the world changes.
NOTHING is natural about what Google is today unless you consider the FTC not doing its job for 15-20 years "natural."