I assume he means that because HBO does not show ads, it is an open question of whether Netflix would try.
Personally, I will not subscribe to services that show commercials. Commercials are for free services, not for paid services. As soon as you allow them to cross that boundary....
With that in mind I was wondering which Hulu plan was most popular. All I could find was the same widely syndicated Reuters article [1] from January 2019 calling the plan with ads "Hulu's most popular plan". I guess there is a market for streaming with ads.
Personally, I will not subscribe to services that show commercials. Commercials are for free services, not for paid services. As soon as you allow them to cross that boundary....