Hey now, no one's more keen on Web standards than good ol' Apple!
Apple - iPad-ready websites
But seriously, Dan's right. It's not an either/or choice. You're still going to need a Web presence for non-mobile (and non-Apple) platforms. And the iPad, particularly, is absolutely kickass for browser-based content delivery. But you can already see that in some cases going native on the device really lets you do more -- make things better looking, faster and easier to use. And I think that's great. No one is getting cut out and certainly no one is breaking the Web as a side effect.