Wrong. It's that (not honoring an agreement negotiated beforehand) and an argument against treating past-action-thing as inherently zero-cost and/or zero-value; the fact that a prior agreement is an element in the offered scenarios doesn't negate or neutralize the rest of it (just like the fact that a sandwich shop is an element in one of the scenarios doesn't negate or neutralize the broader reality for non-sandwich-involving scenarios).
And that's before we mention: there _is_ such an prior agreement in the case of modern IP—you can't not contend with the fact that if Alice is operating in the United States which has existing legislation granting her a "temporary monopoly" on her creative output, and then she generates the output on the basis that she'll be protected by the law of the land, and then you decide that you just don't agree with the idea of IP, then Alice is getting screwed over by someone not holding up their end of the bargain.
> I'm sorry
Are you? I think you mixed up the words "insincere" and "sorry".
A material difference between fraud and copyright violations as categories is the presence of lost profit. With fraud one has lost the time value of their work, but with media piracy there is some research (funded by the EU of all things) that it doesn't trade off with sales and may even help some sales.