Interesting theory. My thought was that they might have actually created a problem which could blow up their revenue model.<p><a href="http://www.manyniches.com/uncategorized/did-google-instant-just-blow-up-their-revenue-model/" rel="nofollow">http://www.manyniches.com/uncategorized/did-google-instant-j...</a><p>Part of that post discusses that the clever SEO marketing types will likely try to figure out the pathing through the suggested keyword list and perhaps bid up the leaf node terms. Whether that's a temporal or systemic change is unclear.