Computerworld does a good analysis on iPhone SDK (there is good commentary by Tricia on Moconews as well). It is interesting that the control of the carrier storefront (w.r.t. iPhone) moved from the Carrier to Apple. Apple will take a 30% cut of revenues. One thing is not clear. They indicated that for a free app there is not cut.
But, what about ad-subsidized apps or pure advertising apps. They will be free but the revenue will come from advertising. Google’s apps for example? Will there be different arrangements with bigger players vs. smaller ones?