Here is what I see. Right now Google does not care about selling devices. Google does not care about getting the updates to other manufacturer's devices (only their own). Google does not care what mask/UI is put over Android OS as long as they have their own device (N1, N2, N3....). And Google does not care what their customers (ie. me and everyone else complaining about the buying process, plans allotted for N1 etc).
Now if Google is going to change the way Android is put out (with or without manufacturer UI) that will be because they have agreements with manufacturers allowing them to use their own UI in order to have Android on their devices and once Android has enough power/market share then Google will make the change.
Now that I have been typing all of this maybe the online sales of the N1 is a tester. They are using HTC, Motorola and others to get Android in the marketplace and then in a few years Google will be a device manufacturer themselves using only stock Android 3 or 4 or whatever iteration it is on their own devices and not using HTC or Moto or anyone else. They will be their own manufacturer/carrier of mobile products. No brick and mortar stores, no sales reps and much less overhead leading to cheaper plans and devices............