[blockquote]But assured me that that if publishers are losing money that Google is losing money.[/blockquote]
True but possibly misleading.
Google makes less money from 10 publishers making $30 each (total $300) than it does from 8 publishers making $15 and 2 making $100 (total $320). So it makes commercial sense for them to change from the first situation to the second - and tough luck to those in the unlucky 80%