"is" or "strives to be" a monopoly? I think the value of monopoly criticism gets diluted when used to liberally to not actually describe them. I would not say every "decent sized company" out there is a monopoly...
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I doubt they are video ads. On other streaming services they are just static images with transparent backgrounds displayed on one third of the screen or borders that show up around the paused video. Pause ads aren't new and I'm guessing YouTube is following other streaming services.