i haven't liked the new "instant" format for personal use, but haven't seen any changes in adwords or adsense for me, maybe it's too soon to tell.
Google instant search make potential effects on the industry. It have change some search engine algorithms.
Anyhow it is good, bad, helpfull or not. Instant is here and whether it is for SEO or PPC we will have to deal with. Internet is moving fast, only those who adapt will survive ...