I am more and more convinced with each (iPad) passing (iPhone 4.0) day (Twitter/Tweetie) that developing on any mobile platform that is vendor-specific is a waste of time and resources. Apple believed this, Palm believed this, Google still believes this.
Native code is sexy for sure but unless you're ready to bond yourself to an entire ecosystem it will all come crumbling down at the first sight of monetization. Either you'll have to recreate for each platform or play inside the walled gardens.
In the mobile arena, this means HTML5, WebGL, and WebSockets will be the power players. The browser is the gateway. My advice to any would-be mobile developers is to learn those technologies and flourish.