But having seen how things work at large companies including Google, I find it less likely for Google's Android team to be allocating resources or making major policy decisions by considering the YouTube team. :-) (Of course if Android happened to make a change that negatively affected YouTube revenue, things may get escalated and the change may get rolled back as in the infamous Chrome-vs-Ads case, but those situations are very rare.) Taking their explanation at face value (their anti-malware team couldn't keep up: bad actors can spin up new harmful apps instantly. It becomes an endless game of whack-a-mole. Verification changes the math by forcing them to use a real identity) seems justified in this case.
My point though was that whatever the ultimate stable equilibrium becomes, it will be one in which the set of apps that the average person can easily install is limited in some way — I think Google's proposed solution here (hobbyists can make apps having not many users, and “experienced users” can opt out of the security measures) is actually a “least bad” compromise, but still not a happy outcome for those who would like a world where anyone can write apps that anyone can install.
