Thread continued from: [webmasterworld.com...]
Either way, it's starting to look like this isn't a mirage -- something real and important has happened, and thus it would be worthwhile to understand what's going on.
Here are some thoughts on the potential focus of a new thread, or future discussions in this thread.
Topic 1. What is the true scope of this change?
At the narrow end of the spectrum, perhaps Google is targeting a very narrowly defined business plan or a very specific type of arbitrage site -- with little or no real content, using Adwords to obtain traffic and using Adsense to generate revenue.
At wide end of the specturm, this might be an early sign that Google is going to stamp out any business plan that adversely affects public perceptions of its Adwords and Adsense brands.
To enhance and protect its Adsense brand, Google could stop running Adsense on scraper sites, little-to-no-content sites, sites with mostly nonsense text, etc.
To enhance and protect its Adwords brand, Google block these types of sites from running Adwords campaigns, even if they generate their revenues using affiliate programs, display ads, YPN, etc.
Topic 2: What will be the indirect effect of this change on other publishers and advertisers -- those who are not being kicked out of Adsense?
Topic 3: How should webmasters adjust their strategies and business plans, in response to the change and in anticipation of the indirect effects of the change?
There's been some discussion and speculation about all 3 of these topics already, but a more in-depth, thoughtful analysis could be developed if we pool our collective knowledge and insights.
Of course, these 3 topics are related, since future effects and future strategies will depend on what's really going on -- the true scope of this change.