If this became a standard, automatic component of the web and of browsers, known at install time, wouldn't that move ad blocking into poor legal territory?
At that point it still wouldn't be equivalent to pirating, IMO, but rather more like using DeCSS to circumvent DVD scrambling.
You're not paying. This seems more like borrowing a DVD from a library or friend, then ripping it using such software and watching it after you return it.
See also http://www.cnet.com/news/web-ad-blocking-may-not-be-entirely...
There is no contract if I have not signed anything. Viewing a website does not constitute a contract.
Websites can take their TOS and shove them up their asses.
If they don't want me seeing content without blocking ads, they are free to refuse to send me that content without me proving I've viewed the ads.
Just browsing to a website is not like that. There's no place where you have to read any TOS and click "I agree" when you go to abcnews.com or whatever.
If you present reasonable[1] terms first, then receive some type of notification that the terms were accepted (as you say, signature is not the only option), only then will a contract formed that could obligate someone to not run an ad blocker.
[1] unconscionable or misleading terms are unacceptable and can get the contract - whole or in part - thrown out.