Apple's revisions to the App Store reinforce that they consider it a rival to the World Wide Web.
Google cornered Web search. Reaction: As they own the walled garden, Apple completely control search within the App Store. Adwords owns Web Advertisitng. Reaction: Apple will launch paid search in the App Store. Companies like Netflix, Blizzard, and Salesforce have direct lines to their customer's wallets through subscriptions. Reaction: Apple will launch subscriptions in App Store and take a cut from their developers.
I don't see any of this as a surprise. In fact, I see it as Apple playing to their own strengths. The web is too open a platform for Apple, and history has shown they don't succeed when they don't have control.