For us the large sites dropped and small went up, totally we lost about 40% from Google.
Of course nobody can expect Google will send him hundreds of visitors for free forever. But just thinking they are maybe doing the common fault they think they cannot loose their visitors when returning them irrelevent search results (what i personally experience too often last 40 days). If there is no alternative to Google and Google searches stop to return what was expected, people will not use Google just becuse it is neccesary to use some search engine, they will use nothing and will surf internet with other strategies. Many companies and sites did this crital mistake thinking that the traffic is steady forever and turned their sites to advertising hell or some confusing content experiments and it could not end other way they lost nearly all of their visitors. Only quality content can keep people. And quality content for Google means relevant search results.
So i guess we all loose nearly all google traffic in about year or two because Google can loose it itself. We are prepared and if i am not right, thanks for any free google visitor :-)
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