Earlier quoted context omitted.
How would competition even work? How could any company succeed proving a product to a user base that doesn’t watch ads and doesn’t pay for the service? Would be like proving an alternative to cater to shoplifters.
Let's permanently dispense with this weird notion that blocking ads is theft. When you're listening to the radio, it's not theft to change the station when ads come up. When you're watching TV, it's not theft to mute the TV and get a drink when ads come up. Youtube has zero moral expectation that people will actually watch the ads it serves. They're giving a product away for free, and people are consuming it for free…
It’s more like a restaurant kicking out a group that just wants to sit at a table for free without buying anything.