"According to WordPress' intent stated here: http://wordpress.org/news/2009/07/themes-are-gpl-too/ the themes are being considered a derivative work. I'm not a lawyer and honestly not a huge fan of the GPL, but this seems pretty clear-cut to me."
I don't see how they can automatically assume that all themes are under the GPL license. If you make a theme that does not use any existing wordpress code, it wouldn't be considered a derivative work.