Earlier quoted context omitted.
I guess this is why Amazon is playing the long game with their obsessive focus on customers. I don't know how that really plays out where the rubber meets the road but that's what Jeff bezos always keeps talking about.
It plays out with Amazon absolutely crushing Google when it tried to be a consumer marketplace, and even trouncing Google at providing web infrastructure services. If, somehow, an antitrust ruling split ads from the rest of Google the non-ads remainder wouldn't last more than a few years.
You are 100% correct in that ads are the ONLY thing propping up google as a business. This is probably a very bold prediction, but I think that when money starts getting more expensive, when rich billionaires are more reluctant to just throw money at inane, borderline speculative bullshit, there will be a massive hemorrhaging of unnecessary business. And maybe this is a little out there but... you know how YouTube doesn't actually make any fucking money?
Interesting things to think about for sure.