I see this as a shot at piracy sites, if anything. Since they cannot join reputable ad networks, they join disreputable ones that don't even try to police their ads or publishers and show shady and misleading ads. Those will all be blocked now, choking the piracy sites of revenue.
The primary beneficiaries are content producers. The secondary beneficiaries are Internet companies that are hit by botnets.
They don't have a choice. Either they join the cartel or they watch their ads vanish entirely[0] from the most popular browser.
I don't think this is an either/or thing. Google is doing something with positive externalities. But it also so happens to align 100% with their commercial interests.
[0] edit: "entirely" is hyperbole. But even a low percentage is worth giving in for.
Why do you think they didn't want to join? They get the same benefits as Google and the Internet at large. I'm having a hard time following your logic for why this is Google attacking its competitors if its competitors are unaffected by the change.
See: https://en.wikipedia.org/wiki/Dennis_Rader#Early_life_and_ca...
Your analogy is good. Google and Chrome Adblocker is just like ADT and the "BTK Killer".
His wife kids didn't know, nobody knew.