I may not be correct here, but from what I can see the major point of contention is page 33 of the Oracle slides.
"When is license necessary:
1. Write applications on Java - No
2. Write classes that implement Java API - Yes
3. Download Java software components - Yes"
I think the stance from Google is that the answer to 2 is NO. And that 3 does not matter since they wrote their own Java software.