> If they don't turn course, and turn course blazingly fast, they're going to have their entire empire wrenched away from them.

Unfortunately, that's no longer the case with the app store monopolies. While Apple is under some partial enforcement on parts of their app store policies, Google managed to play the game of regulatory brinksmanship better and largely avoided that for their app store. So the regulatory powers (such as they are) have already taken their best shot and this is where we are.