It took me a few minutes, but I think I understand what GP is saying. Basically, they are speculating that though the press release only mentions "non-exclusive

It took me a few minutes, but I think I understand what GP is saying. Basically, they are speculating that though the press release only mentions "non-exclusive" access to some of HTC's IP, Google may have arranged "exclusive" access to a different set of HTC's IP. I think. Not really sure this makes any sense, because it's not covered in the article, and I don't see why Google wouldn't announce that was the case to make the deal appear to be better value.