That's a question for lawyers to resolve. IANAL but I have great faith in their ability to impose arbitrary roadblocks to anything as needed. And even if ultimately overturned, just making the bottom line more affordable allowing casting would seem to be the "shareholder value" friendly message. Further, there was already precedent for such behavior on Netflix with some content being downloadable for later viewing and some not.

I'm a bit surprised that you think Google and the streaming services are helpless here when pretty much every foundation model effort has stolen tremendous amounts of IP to build their AI models without consequence.

Otherwise, frog.pot.boiled, no?