I don't see this really happening. KL make good 'brewery parts' that they design themselves, but I don't see them offering a competitive advantage over your LHBS for grain, hops and yeast. No offence to KL at all.
I also don't see them cornering the market with the 'brewery parts'. There's a half dozen electric BIABs on the market and the differences seem pretty minimal. The innovation and competition they're providing is great and should be celebrated and criticised, but I hardly see a duopoly forming.
This is interesting, I don't agree with idea that KL don't have a great opportunity, if they got their **** together they could own the market for brew bits and ingredients. For example, I'm not aware of another >50L 1V brewery for ~$650 (or under $5K actually), and nothing competes with the robobrew 35 at $399.
KL's grains are far cheaper on demand than I can get locally pre-shipping, the hops are cheap (albeit potentially sold above weight like my Centennial), but they currently ship hops and yeast warm for the 2-6 days it takes to get to my house via shipping company and delivery agent. Good reasons to avoid them if you have a better option.
In any case I don't think a monopoly is what we want as a consumer.
As an observer I speculatively wonder if KK's current ownership situation came to be because MCH thought they had (or could establish)such a privileged position.
From the consumer's perspective, there are many people who don't have a particularly good LHBS available. I live in the 3rd largest city in the country (can see the CBD from my verandah) but I'm over half an hour's drive (on a good day) from any credible LHBS; and those I'd give my dollars to are open <= same hours that I work.
Thankfully one of my locals does decent courier rates; and has accommodated the occasional out-of-session pickup from the store, but if I'm waiting on the postman for equipment am I going to care where here it comes from if KL are (for example) $50 cheaper directly?