This is not about proprietary Apple hardware, app store or iPhone marketing, it is about the Web and the tools used to create the content and content delivery.
The Web, unlike Apple's proprietary offerings, which, should you need reminding, no one is forced to purchase, belongs to everyone. The Web (yes, that's constructed by us) will benefit from open HTML 5 and video codecs (one of which, H.264, is fee free until at least 2015 and could be free for a further five years beyond that date). This may allow enough time for a truly open source video codec to be developed and tested. Robustness will be critical. Ogg is not currently up to much, H.264 is a far better standard at this point in time. Flash is a proprietary plug-in, buggy and a perennial security risk. Do any of you really want critical aspects of the Web to be in the hands of Apple, Microsoft, Google, Adobe? That's all Steve Jobs is saying. He sees a better web experience for everyone if no one company controls how content is delivered. The rest is about how competitors best to use the "open" tools as leverage to make this happen.