I don’t feel it is. They aren’t saying that their physical requirements should be free (computers, engineers, programmers, electricity, etc…) which is what is being used for the analogy (cheese, ingredients, etc…).
It would be better to claim “I run a sandwich shop and couldn’t afford to run it if I had to pay for every recipe, idea, and technique I use in the business.”
Now, it’s not as simple as this, and I’m not claiming it is. But this example isn’t anywhere near correct. It’s like the old claim that pirating something is the same as stealing it. The usage on one thing doesn’t equal the loss of something physical.
It’s one of those reasons why laws about this are difficult. Too strict and no one would be able to do “fan”-anything and many other issues (“if it uses AI” takes out many digital tools, etc…), too loose and you don’t really have laws at all.