Forbes reports that developers are wary about developing nav apps for the iPhone. Even TomTom says that they don't have any plans to offer their navigation app on the iPhone on a commercial base. Small wonder, considering the SDKs agreement.
Still, there is no iPhone and we still don't really know what's what.
Apple's deadline for AppStore submissions ends today. Perhaps, we'll be lucky enough to get some details before Friday. Who knows? ;)