I think their cloud play _will_ be B2C driven.

I predict they will build customer-facing 'cloud-powered features' where 'third party app code' can run on the apple cloud infrastructure 'on behalf' of a particular apple customer.

They will present a utility computing model to customers -- where each customer sees 'cloud-computing usage charges' displayed by app.

Ultimately, the cloud-compute/cloud-storage charges will tie back to the customer associated usage costs for storage or some other abstract usage based model of for cloud resource costs.

"Apple Cloud: build features for apple customers using usage-metered cloud resources -- with the customer paying for the usage charges they incur."