W/r/t ads: the carriers who are aggregating anonymous useage data and reselling it are not revolutionizing their revenue. They are deflating the value of ads. This cuts into Google profit margins.
The problem is that exponential implies a difference in growth rate. Clearer would be to say that user counts should never many orders of magnitude greater than paying customer counts. I don't agree with this, but it's clearer.
W/r/t ads: the carriers who are aggregating anonymous useage data and reselling it are not revolutionizing their revenue. They are deflating the value of ads. This cuts into Google profit margins.