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>Still, if someone comes along who can actually deliver on the search quality then the market will change.

Not really? We've already been here. We had multiple search engines of similar quality. Google came along as a superior product, and therefore raised superior money, and no one else could keep up. It's a zero-sum game in a lot of respects.

Even your smartphone example is zero-sum. Try to buy an Android device that doesn't use a Qualcomm chipset. Unless you go buy an Apple device you're just buying different configurations of the same hardware. Huawei has their own, but they aren't really even allowed to have a considerable market in the US.

The US kills competition. At best in a lot of regards you get two options. Even within the political system. If you don't have money you can't compete.



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