Dave might be right in broad strokes, but the post is very muddy on what it would mean for "iOS apps" to run on the MacOS.
Fundamentally, it would be pretty straightforward for Apple to allow iOS apps to be easier to port to the MacOS: bringing some of the UIKit APIs to desktop Cocoa would make things very much easier. As it is, anything that touches images or the user interface has essentially zero overlap between the desktop and mobile APIs. Very frustrating.
However, the speculation about MacOS on the Air being a "compatibility layer" is utterly ludicrous and unfounded. A quick peek inside /System/Library/Frameworks will indicate that the build of 10.6.4 that runs on the Air uses exactly the same set of frameworks that Apple has built up for the MacOS as any other traditional computer they sell.
While the brief preview of Lion given the other week indicates that there will be significant cross-pollenation between desktop and mobile OSes for Apple, in both user interface and (one assumes) APIs, it's hard to exaggerate how off-base this particular item of speculation is, in the right-here and right-now.
I would be unsurprised to see a third architecture added to "Universal" iOS apps to allow them to be run on Lion desktops, but as any iOS developer can tell you, even porting an app from the iPhone to the iPad is hardly a set-it-and-forget-it affair. Winer snarks about the multitouch trackpad at the end of this article, but he's just as wrong about it now as he was when he first said it.
The iPhone is a fundamentally different user experience from the iPad is a fundamentally different user experience from the MacBook Air, even if 10.6.5 + Mac App Store includes all of UIKit.