That's assuming their userbase is a lot less elastic than it probably is. They'd have to retain at least half of their current users in order for that to even c

That's assuming their userbase is a lot less elastic than it probably is. They'd have to retain at least half of their current users in order for that to even come close to replacing current revenue. The reason these pay-with-your-privacy businesses are so successful is because charging actual money is a huge barrier that will drive away many customers.