HTML5 will let Facebook distribute mobile applications through the Facebook app, instead of going through the App Store. So Facebook can get a 30% cut through F

HTML5 will let Facebook distribute mobile applications through the Facebook app, instead of going through the App Store. So Facebook can get a 30% cut through Facebook Credits when a mobile game is built on top of the mobile Facebook platform, instead of Apple getting a 30% cut when the game is distributed through the App Store. That's why people interpret this as competing with Apple.