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My guess is we are still at the very beginning of the full stack movement

It's all been tried before. In the 1940's, the US courts even had to stop movie studios from owning the cinema chains, see http://en.wikipedia.org/wiki/United_States_v._Paramount_Pict....

When some technology further up the stack tries to strong-arm control of technology lower down the stack and unilaterally change it for their own sole benefit, it can cause great dissatifaction with other users of the more fundamental technology.

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