An interesting rather Gnostic-Manichaean idea, but:
1 "First of all" Iluvatar made the Ainur, "who were with him before aught else was made"
2 In Tolkien's very monotheist worldview, there was nothing before Eru, and nothing which Eru did not create
3 Eru has no equal. By definition. Besides, would Eru have been driven off by a few Balrogs?
Tolkien's treatment of Melkor is characterized by a *heavy* emphasis that this is *not* a dualist universe: Melkor is constantly being reminded that he is a created being (which he hates, and which drives him mad). Ungoliant does seem to be some sort of darkness-elemental, and a deliberate enigma. Tolkien doesn't want us to know exactly what she was, and perhaps never worked it out for himself_ but then (as with Bombadil) he was aware that in the 'real' world there are always bits that don't seem to fit: total systematic consistency is a hallmark of the artificial.
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The entire plot of The Lord of the Rings could be said to turn on what Sauron didn’t know, and when he didn’t know it.
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