That's the point of what they're saying. If you're only buying a subscription to the content then it's not theft to get access to that content by other means.
If you're going to hang onto the files for the foreseeable future, there is a big difference. Streaming services only grang you access as long as you pay. You rent access from them. Just because you subscribe to Hulu doesn't mean you own anything. iTunes is a different story.
Ok, commercials on no add streaming services are akin to renting a beach house all for your fam but the landlord shows up and takes a giant dump in the only bathroom available