I wasn&#x27;t making any case on Google, but since you&#x27;ve brought it up: no, I don&#x27;t buy that argument.<p>Manufacturing, especially for something like photovoltaics, isn&#x27;t something you can ramp back up easily. Google jacks their Apps for Work prices by 500%? Switch to Office 365, or buy a server and hire a sysadmin.<p>Similar for Uber. Prices go way up? Somebody else can buy a car and drive people around. Existing taxi companies can get on board with smartphone apps like Arro in NYC.<p>Obviously I&#x27;m oversimplifying things a bit, but these things are easier than spinning up a semiconductor factory or R&amp;D group. Industries with higher barriers to entry (both time and cost) are more vulnerable to that kind of predatory underpricing.