I don't think #1 is as cut-and-dry as you're making it out to be. It depends on how you squint - you could just as easily say that you're selling it to the com

I don't think #1 is as cut-and-dry as you're making it out to be. It depends on how you squint - you could just as easily say that you're selling it to the companies who are paying for the ads, and that both parties are hiring Google to mediate that relationship.