Indeed. Which is why they spend a full year denying that the iPhone needed native apps and trying to shut down all the jailbreak work before finally caving and shipping an SDK with the next rev of the hardware.
Apple got lucky with the iPhone; it was the right product at the right time, and the App Store was a once-a-decade gold rush. But it certainly wasn't in Jobs' master plan for world domination.
I kept looking for insight in this article and not finding any.