Earlier quoted context omitted.
> its net effect has been positive for entire classes of software that are as-of-yet implausible via the internet. I'm curious as to what you're referring to here.
Games. Art creation tools. Sound mixing. Musical creation tools. There are plenty of media-rich applications written by independents and minor players, enjoying far more success on the app store than they could via shrink-wrap channels or home consoles.
Disney can turn a higher profit selling soda in their parks because they are the only ones selling soda in their parks and a 20oz bottle costs $2.00+. That doesn't mean this is a net win for anyone but Disney.
If WalMart were the only retail store on the face of the planet, people that were able to sign deals with WalMart would also enjoy great success...
The reason they wouldn't do as well in shrink-wrap channels is that they would have to have a larger marketing budget, and market to a wider audience at smaller returns. The audience of iPhone users is an audience with low barriers to impulsing purchases, and an audience of relevance (i.e. iPhone users going to the AppStore are all potential customers, random people in a B&M store may or may not be potential customers).