I wonder if you can reconcile the "neoclassical" model of a rational consumer and the power of the default option by modeling the time and cognitive cost to consumers in making the effort to do the switch (including learning how to do it). Or maybe the discrepancy with the neoclassical model is just explained by incomplete market knowledge: many consumers don't even know they _can_ switch.
In 2009, the EU forced Microsoft to unbundle Internet Explorer from Windows, and more recently, they forced Microsoft to unbundle Teams from Microsoft Office to reduce unfair competition with Slack. I'm surprised that similar measures haven't been taken with Google's bundling efforts you describe above (maybe the bundled product in Microsoft's case, Teams is bundled with a dominant product, Office, whereas the bundled product in Google, Search, is being bundled with Android and Gmail, which might be less dominant in their segments than Office is in Office tools).
I wonder if you can reconcile the "neoclassical" model of a rational consumer and the power of the default option by modeling the time and cognitive cost to consumers in making the effort to do the switch (including learning how to do it). Or maybe the discrepancy with the neoclassical model is just explained by incomplete market knowledge: many consumers don't even know they _can_ switch.
In 2009, the EU forced Microsoft to unbundle Internet Explorer from Windows, and more recently, they forced Microsoft to unbundle Teams from Microsoft Office to reduce unfair competition with Slack. I'm surprised that similar measures haven't been taken with Google's bundling efforts you describe above (maybe the bundled product in Microsoft's case, Teams is bundled with a dominant product, Office, whereas the bundled product in Google, Search, is being bundled with Android and Gmail, which might be less dominant in their segments than Office is in Office tools).