The thing that got downloaded last night was not the new (Giant) MS A/S app.
It's something else. (At least as far as I can tell .. there's no new programs on my system and I did download and install it last night). It must be a one-time run application. The kb article says there will be an update each month. I think it just removes a few key apps. It's hard to tell from the kb article. Not much info there. There was also a security update.
http://go.microsoft.com/fwlink/?LinkId=39987