FB’s ARPU in US in 2019 was $112. Google’s was $256.

By comparison, paid services would cost $30/month. You might be willing to pay that, but many will not. People already share Netflix accounts or bootleg their friend’s HBO accounts.

I think a shift to paid services is _possible_ but I won’t bet on it. The economics and market forces that brought us metered data and text usage haven’t really changed. Destroying the advertising-supported offerings will not spawn competition overnight. But in any case I think the big players are positioned to weather the changes.

And by the way, $30/month/user is an average. If you are have high disposable income you are likely netting FB et al more than that.