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My company had been suing paid inclusion since before I was here, over 4 years ago. I was very curious to see what would happen when this change happened. I'm still analyzing, but I am seeing some drop in rankings for my 11 year old site which dominates Google rankings in my vertical. In the past Yahoo rankings were pretty good and pretty stable.
My number 1 keyword went from a double listing in spots 1 and 2 to spots 3 and 4. Overtaken by wikipedia and a spammy competitor.
On average I'm seeing aroudn 2-4 spots dropped for major keywords. Hope this levels off and I can regain some position! Guess it's time to take a look at major Yahoo ranking factors again!
For me it was great. I did some analysis just before the update, and then again today.
The number of time my site was in the first three results
Before 78
After 99
The number of time my site was in the 4th to 10th spot
before 125
after 179
It's possible Y! U.S. has also rolled out its index update but not mentioned it.