Interesting to see Andrew touting a study by someone who came up with the term "net neutrality", which he's rightly criticised at times.
Google's value as an advertiser is heavily based on its value as a search engine. If I start getting the feeling that I'm poorly served by Google I'll be off to another search engine just like happened back in the day.
If I want to do price comparison I usually don't use Google directly. I use Google to find different price comparison sites which I then generally bookmark. Google often gives a good, but insufficient, indication of the market.
Where Google, just like Apple (and Amazon), is gaining an unfair advantage is in the add-ons to Android. Google Now, though I haven't used it very much, is very, very good at putting two and two together and getting four. It cuts out the search completely, so no competition case to answer, and may well become indispensable to many.
The solution, for both Google and Apple, will be to prevent the vertical integration they're currently building. At the moment, however, there's no doubt that Apple is far more anti-competitive.