I don't think I'm all that opposed to competition in this space. Yubico has a virtual monopoly on high-quality Fido U2F keys at the moment. Google is a giant admittedly, and could crush Yubico overtime though. Not sure if this is just a cheaply made Feitian Key though rebranded for Google Cloud, or if it is a new product in itself. However, I've heard that Google is kind of going on a tangent with its own U2F impleme…
Could Google take 99% of the market against Yubico? Probably, but I doubt the remaining 18 of the 20 companies quoted would want to depend even more on Google. More to the point, I expect that the remaining 1% will be bigger than Yubico current quasi-monopoly.