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AMP keeps people on Google owned properties longer[1], so it's a revenue driver.

[1] Via things like taking over swipe motions and the back button on carousel launched pages, for example.

It also allows for very easy tracking across the internet which is the real long term play.

They will also be able to release "unblockable" advertising to amp pages eventually.

Why would Amp allow the ads to be less blockable? Extensions still run

They can package the ads in band with the content, although DOM based blocking might still work—at some point we’re going to have to write an ad detection AI just to use the internet.

The long term solution is stigmatizing ads—you can never ad block someone in the ear of a newspaper editor.

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