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If that is stealing at all, it is on behalf of advertisers. Google doesn't get paid when you don't.

Not true - inventory availability and user data are gathered. Google receives value from a publisher using Ad Sense tags, if they chose to use that value by returning ad (getting paid by an advertiser) then Google makes money. At the end of the day an unused impression opportunity by Google may cost a tiny bit of computing resources, but its an unused opportunity for revenue by the publisher.

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