The update was "jarring and jolting"... They may tell us tomorrow that it ALSO included a rollout of Penguin. After all, they waited days to confirm Panda was rolled out simultaneously.
Imagine, if 1 out of every 40 queries being affected is not "jarring and jolting"... the world will end with their next Penguin! LOL
I'm beginning to think that Matt is one of the four horsemen! ha