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> But Google's financial performance has been going from record to record. So there is a huge disconnect building in the market.

Of course. I used to get one ad on YouTube from time to another. Now for every 3 minutes videos, I have two forced ads at start and one ad at the end. Heck, the other day, I got an ad inside a 2 minutes video. The fall is going to be legendary.

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I pay for YouTube premium and haven’t seen an ad the entire time. It’s worth $12 a month to me. Also get music streaming with it.

I think that Google tweaking prices until they find the most profitable ratio of ads-in-youtube to subscription-cost-of-ad-free-youtube is going to be at worst a slight dip. Certainly not a "legendary fall"

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