Don't Underestimate Incompetence
Reading this, I'm wondering if we're not getting in a huff what's more about Google messing up its own financial assessments. Are we sure they're that competent?
I bet YouTube and Display Ads are two different fiefdoms in that company, and this probably has people putting their heads up their rears. Groaning about the difficulty in accurately tying this display ad page view to click through to monetization to youtube, etc.
Sure, there's BS here. It's not impossible to tie together the #s -- by Larry would have to be demanding that - the rulers of each fiefdom certainly doesn't care. See? Incompetence could be the issue.