In case anyone is out-of-the-loop
https://youtu.be/FVRHTWWEIz4?si=btZnQp0IEnmgrtWV&t=2388
"But I kind of think of ads as like a last resort for us for a business model. I would do it if it meant that was the only way to get everybody in the world access to great services. But if we can find something that doesn't do that, I'd prefer that."
> But if we can find something that doesn't do that, I'd prefer that.
There's nothing plausible that can do that, and he knew that, and was basically just saying "we're going to put ads on it" in a way that challenges you to explain what a better option would be.
What I think is really incredible about this is that they are selling a ton of subscriptions, both personal and business subscriptions. So the fact that they are doing advertising on top of this suggests to me that they are in a deep deep hole, much deeper than he probably would have imagined when making this statement. If your revenue is 25 billion and you still need ads, your costs must be running you down at a pace you really didn't anticipate.