>You want to watch some content. The content provider offers you two options: pay and get no ads, or watch for free and also sit through some ads.

Thee provider made the content public on the Web. That means I can view it under any terms I chose until they find a way to exclude me without excluding all the attention that being on the public Web gives them.

There are not 2 options as you claim. There are infinite options to the user here. Google may prefer you engage in only one of two ways, but they have no legal ground to require that with content on the public Web.