How is it something else? It's the same analogy. The problem with it is that the harm from the alleged theft doesn't require any use of the original material in order to happen, since that "harm" is competition rather than expropriation.
The attempt to distinguish them is through copying, but that's the part that isn't depriving anyone of anything.
The main point here is _using_ copyrighted materials to create a commercial product, that you then sell, that may be used as alternative or substitute for the original materials. You’re missing that point and talking about two independent projects competing.