I don't disagree with your last point per se, but it seems weird that it would be necessary. For very tightly integrated things, I can believe that vertical integration is the optimal solution. But having to vertically integrate just because doing it any other way requires dealing with shit vendors seems to suggest a rather poorly functioning marketplace. If all Google wants is an off-the-shelf product with non-onerous licensing, but the only way to get that is to actually acquire a vendor because nobody will sell otherwise, that comes across as at least somewhat troubling.