The full context of the question is: "if asked how an ad-driven business makes money, how would you, as the business owner, explain it?"
The truth of the situation is: you click, I get paid. There is no moral value attached to such an action in and of itself. If anything, it is Google's own fault for putting itself in a position for charging advertisers to place ads in a medium it does not and cannot control. It is the very definition of a moral hazard.
http://banking.about.com/od/loans/a/MoralHazard.htm
What makes it particularly troubling is that Google not only owns the ad network but also controls the content distribution in the form of Youtube.
Google prides itself as a data-driven company, and this "false positive" is likely due to a "statistical likelihood" of click-fraud, but that's small comfort to a small business owner who does not have the resources to contest or appeal such a heavy-handed measure.