Fatuous. A cam'd version of The Avengers is not a market substitute for seeing the movie in a theater. Of the movies you could possibly consider this way, The Avengers is among the least amenable to substitution via cam'd copies. All the widely-available torrents of The Avengers are cam'd or equivalent. There aren't screeners circulating. A DVD rip is a near-perfect substitute for a DVD (or a streamed version of the…
I don't think you read the entire article, which explained everything you said here quite clearly.
There are a few sites that tptacek will insta-contrarian on HN. Torrentfreak is one of them. You know the xkcd comic about someone is wrong on the internet? Substitute "being wrong" for "generating rageviews with libertarian nerds" and that is tptacek.
"Despite the widespread availability of pirated releases, The Avengers just scored a record-breaking $200 million opening weekend at the box office. While some are baffled to see that piracy failed to crush the movie’s profits, it’s really not that surprising. Claiming a camcorded copy of a movie seriously impacts box office attendance is the same as arguing that concert bootlegs stop people from seeing artists on stage."