More and more papers are coming out focusing on the crucial understanding that, as far as 'piracy' goes, the externalities replicators impose on producers (and other replicators) are often positive. In other words, replication expands the pie more than it shrinks the pie.
This is something that we built our network licenses around, something I've written about quite a bit - and something that more and more net-based models are beginning to understand can act as a game-changer, a source of massive pressure over competition.