So here's my angle, and where I reckon it's leading too.
The natural SERPs must be a huge burden on Google financially and they don't make any money from it directly, only by placing ads around what's on the page.
Now lets say Google is purposefully causing disruption in the naturals to lower the value offered.
THAT'S MAD! I hear you say, why would they do this? Their searchers want and expect the most relevant results for what they are searching for right?
Well people aren't going to suddenly move away from Google. Others have tried and failed. Google has too much of a household name now to just fissile and die.
But now imagine a first page with no natural results....
Crazy don't you think, but it's only crazy because this is what we're accustom too.
I reckon with what Google have said about trying to understand entities to try and produce a wolfram alpha style of results, having already separate services e.g. youtube, shopping, news, local etc, they are going to remove the natural results as the main feature that searchers are presented with first and demote it to either page 2 or even another option on the left hand side. This first page will be replaced with information from their sources which will still be relevant to their searchers and still have their ads around it.
Google just needs an excuse and what better excuse than what's going on with the natural results and making it easier to offer something better.
Of course this is just my view and my pickled brain coming out with random theories




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