They fund some cables, but most of them are not private to my knowledge. A cursory search suggests that of 16 undersea cable investments by Google, this one is one of six that are private to Google. So maybe there can be some partial relief in that the cables actually have a diverse set of owners and funders still. I’m not sure where this puts us practically.

There is competition. Businesses that aren't large enough to fund their own cables buy bandwidth from large ISP's, which are likely to invest in more undersea cables when they anticipate selling more bandwidth.

Meanwhile, the big content providers are using two thirds of the bandwidth. It seems like if everyone suddenly switched to something else then that would cause a lot of disruption, but not if the change is gradual.

It's vertical integration. As long as we're wishing for fairness I wish Apple would share those tasty M1 processors with the rest of the non-Mac world.

Some former M1 designers are now at Qualcomm, working for PC OEMs:

https://medium.com/silicon-reimagined/performance-delivered-...

https://www.qualcomm.com/news/releases/2021/03/16/qualcomm-c...

Well the upside is that all of the traffic that would normally go to Google is gonna be shifted towards their own private line. That may not be a latency improvement like Google services would get, but it is still a throughput improvement.

Isn't peering a key part of how the Internet works? I can also see any company using Google Cloud Services would benefit with connecting to users in South America.

Peering won't get non-Google traffic on a Google cable. But as a sibling points out, Google moving traffic to its own cable may free up room on existing cables.

Most of these cables are built in partnership with other companies, often including major transit providers.

Generally yes in the case that other parties help out — for example Marea was Microsoft, Facebook, and Telexius. Telexius sells capacity on that cable.

Others are Google exclusive, and they do not currently sell capacity to my knowledge.

cables are almost never exclusive, the economics just make more sense if you have partners because adding extra capacity before you start laying cable has a very low marginal cost