You may wish to read this (now antiquated) document, which details why verticalization was market-motivated in the oil industry in the industrial age: https://www.aei.org/wp-content/uploads/2017/02/Vertical-Inte...
And, again, do you really want to be in the position of saying that the ISP industry will consolidate the way the oil companies have? Do you have any idea how rambunctious the energy industry is at the present moment? At best, you've shown that you are correct for a very short timeframe, and proven that you are wrong on a longer timeframe.