Just trying to do a little catching up on my RSS reading (couple weeks behind, sadly). Caught this Stretechery article on the iPad, and think there's at least one facet he isn't catching.
Specifically, he calls out Apple for not doing enough to get developers to work on the iPad. I'm not saying he's wrong there (I really don't know, and certainly see it as possible), but he's certainly overlooking one factor, which is that Apple is pushing developers away from device-specific solutions with auto-layout and moving away from pixel-perfect design.
Is that going to help the iPad? I don't know (but wouldn't be surprised if it doesn't), but it does mean that there are fewer iPad-specific apps, going forward. It has basically become indistinguishable, going forward.