"Absolute bollocks" claim is in fact absolute bollocks.
The whole point of net neutrality, the reason that people care about it, is the fact that the company that controls my physical access to the net has many potential ways to abuse that control. AT&T controls the infrastructure of the network, Google provides applications on top of it. AT&T can use that control to block any competition that it doesn't like, Google has to beat its competition on a level playing field. AT&T customers can only switch after effort, expense and inconvenience (and in some locations probably have no alternative provider to switch to). Google customers can switch in a second, and they can choose between Google and competitors whenever it suits them.
Comparisons between the two are specious from start to finish. This whole line of argument is, in fact, bollocks.