"Google currently pays Apple hundreds of millions of dollars to capture the audience of Safari Mac and iPhone users performing search queries (just as it singlehandedly also supports Firefox development the same way). Apple could continue to get this revenue (because paid search ad placement is the most valuable thing to Google) while also stripping Google of its display advertising revenue via an ad-block plugin."
Sure, you're turning away customers, but you're turning away customers that aren't paying.
""" The big question here is: does Apple have the balls to revolutionize the web and return the world’s journalism and entertainment to a paid premium model (like magazines and books and newspapers and HBO) rather than an adware garbage model? """
Apple becoming a platform for micropayments for great content. Problem with this is that Google + Android could do the same thing.
Apple and Google are having a good bout of competition in the market. This is generally good for everyone as they continue to try to one up each other on features and value. This is what we (consumers) want, not one company or the other engaging in anti-competitive dirty tricks.
Entertaining reads on occassion, but they really read like fan fiction more than analyis.