Ars Technica had a similar article last week. They're probably worried that Google isn't a party to the "six strikes" copyright plan that's supposed to start up this summer, which is a private agreement among the large content owner/ISPs which control internet access for most Americans.

There are also rumors of some kind of video service being offered by Google, so they might worry about that, too.

EDIT: Link = http://arstechnica.com/business/news/2012/04/big-content-eye...