You know those scenes in political thrillers when a character starts spilling the beans about what's really going on? And as the real plot takes shape in your mind you start thinking about the consequences: "That means the old guy is working for them ... and the girl is going to get killed if ... wait, she must've done all that stuff on purpose, which means..." You get the idea.
Early in the day, when Gears was introduced at the keynote, we learned that Gears would interoperate with Adobe Apollo. This post has details.
Ok, who's left standing here?
True, "interoperation with Apollo" isn't the same as "being Apollo" (Apollo has access to the filesystem, up to the perms that the current user has). But dojo was clearly the frontrunner in offline AJAX, and has held a hegemony in vector graphics and other wicked scripty stuff.
So to keep the metaphor, I see a surprise coup d'etat. And not necessarily a bad one, either. I want to see how this one ends.