It's a fine thesis, google the humble search engine, easy to compete against. Sure. That argument stands. But.. ... google is not a search engine. There's the google duopoly with facebook (ads, user data). There's the google duopoly with apple (phone operating system), there's the gmail system not exactly the same as search. There's google the web browser, duopoly(ish) with firefox. There's the youtube (duopoly with netflix? monopoly?). Probably a bunch of other various duopolies.

Then there's all these other giga-sized "side projects" which seem small proportional to those mega-businesses - google home type stuff, google nest, waze, consumer electronics etc. Arguably the google nest and assistant is duopolistic with amazon alexa.

Which is the state of tech, there's like 5 big companies that share some portion of pies of 20 major duopolies and 100 minor duopolies. And they're all like "SEE! SEE! We're NOT a monopoly". And there's two of them saying that, pointing each at the other one as evidence of their non-monopoly status. To me that's monopoly by another name, and that other name is duopoly, and as such it has many of the same problems as the monopoly. And duopolies all every damn place, not just tech - NYSE and NASDAQ stock markets. Sony and xbox (sorry nintendo). Boeing and Airbus. Visa and Mastercard. Pepsi and Coke. Intel and AMD, AMD and NVIDIA. Windows and Mac. How many "gentleman's agreements" must exist in those duopolies, too many methinks

And so if you ask me it would be quite natural to shatter all these companies according to their duopolistic silos, with the hope being that the duopolies exist in part from the synergy and deep pockets of the whole organization, and so by breaking apart the duopolistic strings to the rest of the org, perhaps there can be a third and fourth phone operating system, home consumer electronic, web browser, youtube, and so on. Because the point of capitalism is an efficient market to serve the public, not to serve the megacorp coffers