Regular TV has non-targeted commercials you can skip. Streaming has surveillance and unskippable ads.
AI can take it a step further and make promoted editorial content a seamless part of a conversation, without disclosure. It's the holy grail of advertising. To think they'll leave that money on the table is ridiculous.
If anything them trying to do the customer-side enshittification before securing both ends of their market is just a sign that they’re troubled and will likely not ever reach that point.