I always thought if youtube pushes the anti ad policy too hard they risk alienating the tech people who will end up on another platform which will start growing much faster. What they do is come up with half assed ad blocking. So casual people and people on locked systems like iPhone YouTube app are forced to watch ads.
Anyone not bothered by ads or Lacy enough will make Google money by watching ads. So they’re squeezing as much money without going too far. If they wanted to, they could have ads which would be unblock-able.