Google has all the top talent and was caught flat footed by smaller, nimbler organizations.
To put it simply, Google is not that attractive anymore. They are the IBM of our generation.
So if you tell them the ad has been displayed so you get the video, but no ad was displayed for you, then that is a form of fraud. I don't think that would hold in court since it is such a petty crime, but it is still fraud. You lie to their server so that you can see the video without ads, that is fraud.
No one is forcing them to stream me free data. What I do with the data they send me is none of their business. I've never consented or given them permission to access me.
Yeah the coverage is maybe slightly worse and I'm sure that I get "deprioritized" but worth the 720$/year of savings.