OMG... I had NO idea we were all the way up to 4.0!!!! :P
While both survey pretty much give us a "d'uh" result (gamers have gear... wow... really?), I trust Valve's card reference more than Gamedev's shader reference merely based on my own ignorance. I know exactly which card I have but honestly, not a clue on which shaders it supports. The way I find our shader support has always been the same: buy game, install game, see how pretty it looks, and if it doesn't "look", Upgrade!
I suspect that the hardcore gamers (about 20% of the market) ARE the ones that will know exactly when 4.1 comes out and in some sense are represented by the gamedev data. The other 80% (casual and softcore) are likely represented by the valve data as they know their hardware better than their shader version.
I still think this is a "d'uh" result, but thanks for sharing!