This doesn't make sense. Anyone can watch YouTube without an account. So even if they terminated a consumer using adblocking it wouldn't change anything for Google. This is likely targeted at users publishing a lot of low quality video that get few views. If they enforce this my guess is we see backlash around free speech and the like. This seems like a perfect way for Google to curate "good" content in the eyes of themselves and potentially at the downside of people speaking out against Google, their products or videos promoting a competitive alternative. Google could deem things "not commercially viable" for almost any reason. It appears to have the advantage of being a perfect scapegoat.