> As far as they're concerned they get money from Google now, plus all the fees from everyone else.
They get money from Google now (presumably, but we don't know the details), and they get money from h264 users- but they do not get anything from any other VP8/9 users. H264 users are now paying for something that VP8 users get for free.
Just when h265 is nearing release, MPEG-LA is effectively giving up all claims to the competing technology- VP9. I see no way that this does not eat into h265 adoption and h265 is going to have to be technologically far superior to VP9 to justify the licensing fees.
> doesn't mean that there are winners and losers
There's a clear winner- you and I. There's now a completely free alternative to h264.