This is very interesting. Apple has a new top-level directory where they are featuring highlighted ‘Web Apps’ that work well with the iphone/itouch. This plus the fact that there are rumors of a soon-to-be released SDK for iphone/itouch development start to reveal Apple’s hand.
From what I’ve seen – the Facebook app is the killer so far (guess that’s what you can do with a whole lot of developers + $). We’re not developing for this yet but you just know we are checking some of our work on Warren’s iTouch now.