tedster - 8:01 pm on May 4, 2010 (gmt 0)
It makes no sense to me that Google would sacrifice relevance for any secondary goal, not even short-term profits. That direction would be a suicidally stupid.
I'd say this current situation has got to be some kind of struggle in implementing new elements into the SERPs. And the new elements are probably not all related to Caffeine, either.