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I mean if I am not paying either way me ingesting that content or not makes 0 difference to the producer. It is the same logic as throwing excess food to the trash so homeless can’t eat it.
The producer and publisher paid a cost for you to have heard and develop an interest in their products. So yes, it makes a difference to them if that investment turns into you using the content but not paying for it. You’re suddenly a target audience without returns.
It does, though, by the argument they’re making. If you could only ingest it by paying for it, you’d have to have paid for it. Otherwise, you wouldn’t be able to.
The very fact that you’re watching it without paying kind of proves that point.