[bertil]

I think you should, in this forum and in contacts with Google, absolutely push for a stronger protocol. However, in this case, we really want to have Google’s weight to push for having everyone with access to anything remotely sensitive use 2FA and U2F: doctors, repairmen, accountants, etc.

Could Google take 99% of the market against Yubico? Probably, but I doubt the remaining 18 of the 20 companies quoted would want to depend even more on Google. More to the point, I expect that the remaining 1% will be bigger than Yubico current quasi-monopoly.