So Google is both going to continue paying Apple a reported $12 billion a year to be the default search engine on iOS and lose more than half of its audience in the US and lose most of its more affluent audience?
you do realize they will lose half of their userbase by doing that? Google depends on iphone users a lot, both for their search and youtube, iphone users are more likely to purchase something as well after watching google ads = more money for google
There would be no real benefit to Google in doing that, only downsides. Developing the YouTube app cost very little, in the grand scheme of things, and non of Apples offerings are really a threat to YouTube or even YouTube Music.
I expect it would be chaos, not to mention could massively backfire, but would definitely be interesting to watch what would happen if Google coordinated with Netflix to disable both on Apple devices.