Is MPAA Indirectly Warning GUBA?

Quick link today from A Copyfighter's Musings blog. In his post GUBA and the MPAA's Usenet suits, Derek Slater writes about his suspect that MPAA's recent Usenet suits are

meant as a warning shot across the bow of companies like Guba.

Guba and other similar companies charge users for indexing and browsing Usenet images and videos through a web based interface. The point is that if this type of business could be sustained legally or not in the long term.