Bill Tancer has published this list:
It appears from this early analysis that the big winners for this new format are YouTube and Maps, while Image Search and News (which under the older format were occasionally featured top of page) are on the losing end.
I think Maps saw an increase because of the novelty of StreetView, but it wouldn’t surprise me to see it go back to “nomal” levels. That’s unless people continue looking for cats in windows and all that 🙂