I worked in advertising and I saw how scared AdSense publishers constantly were of getting banned by Google. I understand that Google has to defend their business, but some times they were really harsh on things that were debatable grey areas. I always thought that Google was just needlessly giving itself a bad reputation as a business partner.

$11M is about 1 hr of Google's revenue (365 x 24 x 11/100000 = 0.96)

EDIT: This actually reminded me of that post a few days ago on HN, about the guy comparing foxes and racoons with some companies in the financial industry, and how some could be winning at the game but losing at the meta-game. Google should be more careful with its meta-game.