I know I came on strong, and I know I'm usually much more diplomatic when I disagree - but I'm not repentant in this case.
It's point #3 that I take the most issue with. First, it's only discussing local results. Next, I've been listening to that basic point of view for years (it started with Universal Results) and it gets exhausting. Add to that trying to couple the SERP layout changes with the Panda algorithm and I just can't buy any of it as a well considered opinion.
This is my personal opinion, yes - but I see no evidence that organic search results are taking ad revenue into account, nor have they ever. There are people who read here and respect my opinion. There's no way I want them to think that I can get behind this idea, even through "no comment."
If you want to get into Google's head, you need to work a lot harder that buying any idea that comes along. Analysis needs to be a discipline, not just a way to complain that it's harder to rank.