By comparison, the model isn't "watching" the show, as so many people are quick to point out that the "learning" analogy for what AIs are doing is flawed. There was never an intent by the creators that the show would be used to generate mathematical probabilities and weights in a statistical model and no one is deriving entertainment from making the statistical model. I suppose perhaps someone derives entertainment from AI training, but I suspect the number is small enough that "no one" is a reasonable approximation. So using the show to do so at least has an argument towards fair use. Or if the copy used for training was legally purchased, at least in the US it has the actual legal designation as fair use so far.
Don't get me wrong, I'm not saying that we should be returning to the days of the RIAA suing teenagers for their college education funds. But it seems pretty obvious that "pirating copyrighted material to explicitly use that material in the way that the creators of the material envisioned selling to you" is similar to, but arguably worse than "using copyrighted material (pirated or not) in a way not envisioned by the creator of that material to create a wholly different product". In both cases, the livelihood of the creator is possibly being affected, but one of them is a direct 1 for 1 loss of income while the other (again, if not specifically pirated) is an indirect impact.