Ads are only 2-3% of Apple's revenue, while Google is ~75%.
Services are 25% and are the only one growing/they can grow - that means all focus is going to be on expanding that revenue = enshitification.
Hardware is now purely a way to get you on to the app store - which is why iOS is so locked down and iPad has a MacBook level processor with toy OS.
If you stop looking at the marketing speak and look at it from a stock owner perspective all the user hostile moves Apple is double speaking into security and UX actually make a lot more sense.
I don’t see how this really changes the underlying problem of the device pays on you and then they sell that information to the highest bidder? I’m not reaching for a financial report to fix that.
The comment about the ad wasn't about the ad istelf. It was an apple ad for an apple service, so they didn't make any money at all on the ad. The remark was about the service Apple was pushing, and just how intrusively.