I agree with your conclusion, but as long as they're offering data up for download to your machine, they really can't control how you access it or what application you use for it. That doesn't mean it'll be easy, but even if it requires reverse-engineering some website DRM, somebody's going to do it. And if Chromium remains FOSS, it won't even be terribly difficult.

Remember, they tried to defeat ad blockers on YouTube, and they gave up because it wasn't worth it. uBO was updating to block their attempts within hours. They've tested inserting the ads in the video stream, but that's probably also not going to last for long.

They're trying to assert an ownership over the Web; and yes, the best way to defeat it is to build a strong and united resistance against it. But even if we don't, there are ways to quietly refuse to comply.