To me, this is part of Google's long-term strategy. Today: user signs up with website, website has access to user via email, Google is out-of-the-loop except t

To me, this is part of Google's long-term strategy. Today: user signs up with website, website has access to user via email, Google is out-of-the-loop except to serve ads to gmail users only Future: user signs up with website, website no longer has access to user via email, website has to pay Google to advertise to searchers This will absolutely have an impact on AdWords and AdSense.