There's no clear indication that the clickthrough analysis is specifically targetting Google, vs. targeting any search engine or even targeting any page with that text in the URL query string, etc. Maybe it is, but they haven't shown it.
While I don't really agree with Google here, I don't think that distinction particularly matters. If you buy the premise that they're "stealing" from Google then it equally applies to everyone.
Fair enough, though I don't think that's the only POV - you could analogize it to ripping off an existing song wholesale vs. making some kind of collage of short samples from 10 existing songs.
