Earlier quoted context omitted.
I think he wanted to say "No Ads" but didn't have enough data to commit to that yet, so he's anchoring on "half as many." Let's see how it shakes out.
Why do you think that?
It's hard to imagine that the conversation started from "half as many." My hunch is that it started as "no ads" and somehow backed down to "half" for one reason or another.
A couple reasons I can imagine are: - They could've justified No Ads at the rumored $20 price point. Cut the price in half? Add half the ads back. - They want to make room for a $20 SKU later and need to reserve some features for it, which could include getting rid of all ads. - They want to anchor at "half" so that "No Ads" sounds even better if they change their minds down the line.
Or some combination of all those.