It's likely that those applications would be the first of any to receive an official endorsement from Apple, according to Jobs' comments, as those that require Internet access could threaten the 'high standard' of experience customers have come to expect with the iPhone.
I can't believe no one' picking on this. First, what is this 'high-standard of experience' apple is talking about. And, second, why exactly would non-internet apps be OK, but internet-based ones would somehow magically threaten that experience. Wouldn't stand-alone apps have just the same ability to threaten that experience? Or is it Apple wanting to make sure no one dares do anything that could cut into their business model?