Yeah, they know it's bad, they just don't think the rules apply to them.
You nailed it.
For what it's worth, the big AI companies do have opt out mechanisms for scraping and search.
OpenAI documents how to opt out of scraping here: https://developers.openai.com/api/docs/bots
Anthropic documents how to opt out of scraping here: https://privacy.claude.com/en/articles/8896518-does-anthropi...
I'm not sure if Gemini lets you opt out without also delisting you from Google search rankings.
They know that the rules apply to them. They hope that they can avoid being caught.