The “but CLS” argument doesn’t hold against: “User searches for something, and results have to be there in <1s. We then decide if we show the shopping widget, which takes 2-5s to generate. When placed correctly, said widget generates X amount of money, while these charts show that CLS decreases our income by only 0.1 X.”
Of course, by only punishing the peasants for CLS, they can offer AMP as an easy alternative, or at the very least, streamline most of the internet to their liking without playing by those same rules themselves.
It’s disgusting.
See https://web.dev/cls/
They have a whole site dedicated to this. I tried asking the authors why Google does it themselves, but no answer that time.