Question is if it's Transformative enough. If they used a couple of clips and commented on it that would be fine. But if what they put out there is something that would be equal to Ralph's stream and attract the same audience. It isn't. To be honest I think Ralph's business is suffering more from his reaction to it, then the loss of potential customers from the copyright violation in and off itself. But I think I can say the same of people straight up lifting material from behind his paywall and start rebroadcasting it uncut.