Netflix is able to only serve paying customers.

Sure, granting view credits for ads is a little more complicated, but definitely within googles scope.

So they can block everyone, unless you either pay or watch ads. Unpopular, sure. But they have a huge library and a constant stream of new content, so enough people would put up with it. They can also start soflty, and only tighten the screws later. Lets start with one ad per day.