The US broke up AT&T, American Standard Oil, US Steel and several others:
https://en.wikipedia.org/wiki/History_of_United_States_antit...
Galloway has a great talk about why we should break up big tech, because that's how capitalism is suppose to work.
I agree that you two don't disagree.
Regarding the matter, I think it's a fair comparison. Sure, there's some virtuality to data traffic as opposed to physical shipping for example, but there's always a physical dimension there as well. Free markets and competition never fully works where there's limited resources (in this case, the space and availability of network infrastructure). In addition, physical infrastructure can be blocked by competitors in many different ways, hindering new players trying to compete.
Now ISPs are effectively digital rail lines and with the repeal of net neutrality they can decide who wins and loses in every other industry that requires the internet. The exact same arguments apply, and the fact that the ISPs are already in the content market in many places and have been caught throttling competitors, shows that they are ready to abuse this position immediately
Edit:added emphasis to first paragraph