Is he aware that without Google approval, ISVs cannot ship Google software such youtube player, gmail integration or android market, and that it likely the reason of doing a partnership in the first place ? The added value is quite important, especially for the market.
I am doubtful that Canonical would achieve the same type of deal without using proprietary software to force their clients. And doing that would be a significant leap from their stance about freedom that could damage the relationship with the community. I am sure that they will manage fine, but given previous stories ( like the banshee debacle, the lesser know rhythmbox one ), they could still face hard problems. Good luck to them.