If true, this is WAY bigger news than retina macs. Every network, HBO, movie streaming service, and hulu are going to drop apps immediately.
Or not. Remember these networks etc have to deal with contract issues. Same kind of issues that have blocked most of Fox and a good chunk of Warner Bros from being redownloaded if you bought the movie off iTunes. Same contracts that stop shows from going on iTunes until the disks come out 6 months later because it's considered 'broadcasting' and someone already has an exclusive deal for the second run. And so on
Many of the nets already have apps, as do most of the legit streaming services (in particular Hulu) for iOS and there's zero technical reasons those can't be included already. But there are legal ones.