There is forum discussion at a thread named AdWords Starting to Rock!, where people are talking about the overall improvements in the traffic they are getting from the ads. Moderator, SkiBum says "There is less traffic and in some cases sales or leads are down but the associated cost is down farther so the campaigns are performing better."
jp_css said "I have noticed a drastic change in Adwords conversions. Also, my Adsense CTR has gone up a few points on all of my sites thus making me more money all around."
There is also discussion about changes in Google's broad matching technology.
