I do believe in the numbers of being locked out without "piracy". The average person is mostly trying to watch TV and movies, even games, that are locked by region. That requires a VPN at a mostly legal level. Without it, the # of legal accounts would drop and would be more costly.

Piracy of old was the only way and now the new ways are going back to old. This time however, there are more official ways of getting things without sketchy sites. A VPN, modding or a cracked app isn't going to solve real piracy in the future if companies are letting untapped money sit out untouched.