It seems that New tech has an advantage over the incumbents when
1) The early population of users is all experts or hackers of some sort (so diversity of use cases is low)
2) the regulators, are in no way or form able to project force, because they simply cannot recruit people as fast as new tech firms.
Eventually, the tech firms start hitting various frontiers, either slowing down, or failing and ejecting workers. New classes of workers catch up, and government projects start getting built.
Once the Frontier advantages disappear - the extra degrees of freedom new firms enjoyed get captured or shared with other powers, and become common place. Unless you find new degrees of freedom (With market/rule disrupting power) are found, the new dominant firms and the old political powers will start acting on each other.
This is where we are. The thought of a centralized net is pretty troubling, especially where it will end up as tech develops. It has only been 20 years since 2000 and web 2.0. There are countries which don't know that Facebook isn't the internet.