Gruber is spot-on here:
Google is a hyper-competitive company, and they repeatedly enter markets that already exist and crush competitors. Nothing wrong with that. That’s how capitalism is supposed to work, and Google’s successes are admirable. But there’s nothing stupid about seeing Google being pitted “versus” other companies. They want everything; their ambition is boundless.
I've wondered before if Google is becoming what Microsoft was in the late 90s and early 2000s: A barrier to innovation elsewhere. Time was, if it was a market Microsoft might enter then smaller businesses were afraid to touch it. This isn't "open"; this is wanting perfect data on everything you do and needing to own all of the entry points to get that.