I think the blend of the two is that value added to any information, such as the first time its distilled or positioned in a certain way, that's IP and should be real.

When an AI company takes that type of value, and doesnt provide value back to the person who made it, thats theft.

Information / facts are real and free. But those who helped us get here should choose how to license their work, and an AI company picking it up and re-selling it is clearly unethical.