Yup. This won’t be used just to serve up unblocksble ads. If you’re signed in to Google, this DRM will be used to track you, as well. VPNs will be useless because the tracking won’t be done through your IP address, but through your browser, identified by DRM and tied to your Google account.
That’s what this is really about. Knowing who you are, where you are, where you go, what you see, what you buy, who you associate with. Forcing you to watch ads is just the icing on the cake.