> They don't actually care about user privacy, but rather want exclusive rights to all of your data so that they can sell it for a markup.
This flies in the face of everything Apple has ever done.
I'm more cynical than most, but I also pay attention, and I find it more plausible that a company run by a very private gay man actually holds privacy as a company principle. That fits the facts much better than the conspiracy view.
Apple has already struck out once in the ad industry because they refused to violate user privacy to compete with Google and Facebook. This time around they've acted to bring Google and Facebook down onto a level playing field.
Since Google acquired DoubleClick, it's like we've forgotten that it's possible to sell targeted ads based on target locations, rather than based on personalized demographic profiles of target users. Being able to target locations impersonally is what initially drew ad dollars to the internet, as the targeting could be more specific than general TV spots or roadside billboards.
There's no evidence that Apple intends to use any personal information at all in their ad targeting, and plenty of evidence that they don't. If it is "gatekeeping," it's a gate that they seem unwilling to cross themselves.