Yes, but in the isolated world of this thought experiment, that's more reasonable: Commercials are most often targeted for a specific market, so there is no value in someone watching them thousands of miles away. This is true even for global brands ("They call it a Royale with Cheese").
Legal: recording the OTA broadcast and watching it two hours later without skipping ads
Illegal: Downloading the same TV show with the commercial breaks intact as broadcast by your local affiliate and watching it two hours later without skipping ads