Tension somewhere between the usual ad boundaries? Nothing's happening. Tension near the 7 or 10 minute boundaries (depending on 30 or 60 minute shows)? Something's gonna happen.
It makes TV shows predictable even when watched on an ad-free platform.
What I'm talking about is far less visible, if at all, in adless 60-minute runtime episodes.
Edit: and "what I'm talking about" is clear before-the-ad cliffhangers with after-the-ad "rewards" in the form of events that advance the plot.
Like the PEPSI vending machine, brightly lit up and just happened to be there PERFECTLY working order in the middle of an apocalypse to provide a refreshing Pepsi to Brad Pitt at the tense zombie cat-and-mouse moment in World War Z?