Ya, but it’s hard to use logic for a company that realistically has too much money and power if they decide they want to ‘win’ against ad-blockers.
That said, I do use adblock(Ublock Origin), Sponsorblock, and I even have / use pihole in the house, and I guess being a ‘premium’ subscriber overrides their messing with ad blockers. With my TV(nvidia shield) or Browser (Firefox) I do not get any delays / problems. So at least that’s good for now.
Sounds like this would at the very least remove $20-30m in revenue (according to the article) not counting if the copyright holders decide to go after them.
I think it puts them in a precarious situation overall.