YouTube is running a bicycle track.
YouTube keeps throwing sticks in people's wheels.
People put stick shields on their wheels.
YouTube makes heavy magnets that pull people's stick shields and blames stick shields for people's bikes being slower.
If you're serving content on the internet, and I download some of that content, it is completely up to me what I do with it on my machine. Google may screech "nooo you can't play downloaded videos if you don't play downloaded ads first", but that's complete bullcrap since Google can't tell me what I can and cannot do with my computer.
If Google doesn't like what I do with the content I download from their YouTube servers, Google can choose to make YouTube subscription-only. Yet they never did. Go figure. They want to have their cake and eat it too.