Hi Alan, great post, you've made some really good points.
On this bit I'm not entirely convinced though and this is my main issue with Apple and privacy.
Some estimates have put the fee they take from Google a quarter of Apples services revenue. Not so sure they would be so quick to turn that down.
I cannot see why Alphabet would pay for this going forward....everyone would still use Google as their default in any event (everyone already does)....you could understand Microsoft paying for bing to be used?