I think you'll see minimal impact on the landscape for publishers-- if they used CPA/aff before, they'll continue to use CPA-- Google is just another CPA source

I think you'll see minimal impact on the landscape for publishers-- if they used CPA/aff before, they'll continue to use CPA-- Google is just another CPA source to them. Same with CPC. The only shift I can imagine happening is that some CPC publishers will shift to CPA, as the overhead associated with evaluating the various affiliate brokers and opening accounts, etc, just got eliminated, as the publishers already have an existing relationship with Google.