here's core difference: the nature of ai-models is generative, but all layers in a .PSD file are inherently static.
better analogy would be rendering of a fractal — a limited subset of infinite possibilities, but to explore the rest of them you need both rules and data
one can still "stream" a pre-recorded video-file and even make re-runs or their older streams officially, they just want to limit actual data-rehosting, as storage costs for backlogs might exceed any ad-revenue from them