If the FTC wins, and presumably they will given that it's best for all web users, in forcing a DNT (do not track) options for regular internet users it would impact Google greatly.
- All Google products employ javascript files that gather data about who loads the page.
Without being allowed to track a significant percentage of internet users Google would suddenly have little use for all of their tracking files, in fact they would have no use for entire product lines which might be why Google is closing many of them right now.
Without being allowed to gather data from every visitor Google suddenly has little need to attempt to be on every website and can more freely pick and choose the more trusted sites and big brands to display in their search results. Perhaps many of the changes Google is making right now, including the move to social and the constant Panda slaps to quality sites, are happening in preparation for a DNT society.
Is Google bracing themselves, and aligning search, for a future without rampant visitor tracking? It's not as far fetched an idea as it once seemed and a lot of recent events would seem to support the idea. Quality results are much simpler with widespread tracking, without it its a safe play to trust only those who are already trusted. What do you think?