This raises so many questions, among them:
1) What was [edit: would be] the criteria for serving up a poisoned version instead of a real version of XCode to a dev? Was it [would it be] limited to downloadable versions or were DVD software copies affected too? One possibility came to mind: Does XCode come in different flavors based on county of sale/download, language, or a combo of the two? If so, would that be that criteria for their attempt to not target US citizens, by crudely targeting non-US and/or non-English app developer accounts? Because that would be the fakiest attempt yet at trying to claim plausible deniability, since so many apps with mainly American userbases are developed by overseas devs.
2) If a dev had a poisoned version of XCode, how could they not see a mysterious server being pinged during their development of the app? How could Apple not see something amiss during their QA of the app before they pushed it to the store?
3) If I were an evil genius Big Brother no holds barred government, I'd want data from messaging apps, social networks, and geolocation apps most of all, less so from things like single-player games. Thoughts on which apps are likely to be in the top 5 of their wishlist?
4) Does this mean that PhoneGap / Cordova / non-native HTML5 apps really are better? :-)
Say, why did Facebook change to a native app again?