Not good, here's why.
I find the moves interesting overall but not from an affiliate point of view, eBay stands to be chasing off several affiliates, especially if things like Adsense begin to pay more with much less work. (I hear it's close already)
edit: as major companies like Yahoo! become EPN (eBay partner network) affiliates there is less need for smaller affiliates, might these moves also be designed to squeeze out the small affiliates? Yahoo's new front page has eBay offerings, with affiliate links, as does the new Yahoo! toolbar.
eBay used to be a site where everyone took part, today it seems leadership is steering towards keeping the biggest sellers happy and making it harder for the smaller affiliates to stay with the program while courting the likes of Yahoo! There will be no growth with this approach, eBay will live or die based on the future whims of its super affiliates, the mom and pop affiliates will be gone for lack of income.