It's the difference between you writing a piece of competing software and taking my market share, versus you stealing my software and selling it as your own.
Or you attempting to write a competing best seller versus copying mine wholesale and selling under your own name on Amazon.
One activity is ultimately creative destruction that pushes society forward - the other is simply destructive free riding.
ie theft involves no creation of value.
Now the situation with tech companies is that there is theft, but also value add ( like somebody stealing your book and putting a better cover on it online ).
Just because there is some value add doesn't forgive the theft.