Earlier quoted context omitted.
If they indeed can distinguish between those then they surely are frauding publishers out of money. As they use the fraudulent clicks story a lot: if they can recognize them, why ban the publishers and not just remove those clicks/views? Makes no sense. It is just a perverse incentive and powerplay (after all these years there is no competition).
" if they can recognize them, why ban the publishers and not just remove those clicks/views? Makes no sense." Not banning them is the move that doesn't make sense. You have someone who is purposefully trying to subvert the rules. Why oh why would you allow them to continue?
And have to mention Google can use this to ban anyone without any justification otherwise. Which was the topic.