The good new gTLDs will all go to Google and Amazon - no one else can compete in auction with them. Amazon will lock up theirs' for in-company use. Google, it has been speculated, will give their domains away to get adwords placement on them. Neither will impact businesses who want a good name and have money to pay for it.
The new gTLDs compete with the identical .Com domains, to a degree, and there may be less reg fee .Coms purchased, otherwise there will be very little actual impact. Mental impact, perhaps, perhaps a lot, and it could go either way.