Right, but my point is that between Google Analytics, Chrome, and Doubleclick, Google is already tracking basically every pageview on the Internet. There's no need to introduce yet another product to accomplish this.

I think a far more likely explanation is to take Google's statement that they want to accelerate the mobile web at face value. When people view pages faster, they view more of them, which in turn means that they search more, they click on more ads, and Google makes more money. This makes far more sense to me as a direct revenue play than as a surveillance/tracking play.

I think a lot of it is a response to Facebook's instant articles too. They were beginning to build up a story where the fastest version of the Web is via the Facebook app, not the browser and not search. It doesn't take a huge amount more before that story becomes a threat to search.

Oh, absolutely. This is 99% about keeping users inside of Google's walled garden (reserving 1% because cramforce seems like a good guy and genuinely interested in giving mobile users a faster, lighter-weight experience).

80% of my browsing is in a browser that has had doubleclick blocked for years.