Yes, but my point is I cannot tell the difference. If they can convince cloudflare they deserve special treatment and exemption then they can probably get it.
I would argue there being a difference "depends" though. There's two problems I see. They are only potentially not guilty of one.
The first problem is, that AI crawlers are a true DDoS and this is I think the main reason most (including myself) do not want them. They cause performance issues by essentially speed running collecting every unique piece of data from your site. If they're dynamic as the article says then they are potentially not doing this. I cannot say for sure here.
The second problem is, many sites are monetized from advert revenue or otherwise motivated by actual organic traffic. In this case, I would bet some money that this company is taking the data from these sites, not providing ad revenue or organic traffic and serving it to the querying user with their own ads included. In which case, this is also very very bad.
So, their beef is only potentially partially valid. Like I say, if they can convince cloudflare, and people like me to add exceptions for them, then great. So far though, I'm not convinced. AI scrapers have a bad reputation in general, and it's deserved. They need to do a LOT to escape that stigma.