I feel a big push behind this new policy is to remove the large amounts of commercially-broadcast TV content that is shoved into Google Drive and openly shared

I feel a big push behind this new policy is to remove the large amounts of commercially-broadcast TV content that is shoved into Google Drive and openly shared to 0.0.0.0/0 (e.g. via TV subreddits). Google has had fairly aggressive rate-limiting on viewing/downloading fully-open shared-to-all videos hosted within Drive for a long time, but there have generally always been ways around these limits. In the last few months, I have noticed several fairly large TV subreddits that used Drive for video distribution being closed due to too many DMCA takedowns, as such I feel that this policy change is G formalising their intentions to stanch this avenue of piracy, more than it may be a move to chase off malware/phishing ne'er-do-wells.