It's not stealing because it's not zero-sum. Nothing is exfiltrated from anyone else's possession. It would be another thing if people were abusing a hack on Netflix directly, impersonating strangers' accounts, using customer service, and increasing their CDN bill. No money is being lost with piracy, only potential money. And not all lost potential money is the same. A coffee shop loses potential money if you barricade the entry, but that's very obviously ethically worse than using the coffee shop's recipe at home 2 cities away and maaybe losing them potential money. Someone losing potential money does not always mean theft occurred. Doubly so for potential money from rent-seeking.