Note the discussion not just here on HN but across several channels over the past 48 hours about how bad Google Search results have become. Personally, apart from a Google Business page I don't use any other Google products and haven't in years. Their product track record is poor and their search quality has slipped. Given another 5-10 years, I don't find it difficult at all to believe that someone like Apple, if they wanted to replace Google entirely as the default search on their device, couldn't make significant headway in search market share.
Sure, Netflix and Google aren't the same here - that wasn't my point. My point was simply in reference to the previous poster's comment about "too big to fail." The past 100 years of the stock market is littered with companies that were deemed unstoppable leviathans.
I just can't see putting netflix and google search in the same basket.