I think we’re in a real low point right now. Gmail, AMP, Chrome, Android. So many peoples internet experience is from one place. With Amazon dominating retail, and Facebook under its various brands dominating social media, there isn’t much scope for other players. I don’t see another option than breaking theses companies up at this point.
Its hard to see right now but history tells us it will come and they will fall, every incumbent always gets complacent and stops innovating and someone comes and cleans up. For example YT hasn’t fundamentally changed in a decade, and the user experience is starting to feel a little off (sponsored content, a gamed recommendation algorithm etc. are all degrading the experience).
I don’t know how / where we’ll consume the bulk of our video in 2030, but there’s a significant chance it won’t be YouTube.