From Greg Truty:
There actually can be multiple models going forward. In general, having a hybrid app though means having native code. The only distribution model for that is through an application store (for consumer facing applications). Now, that said, capabilities can be intermixed so that web based resources can be downloaded into that hybrid application and managed on an enterprises server.
The other model with us out there is to distribute applications that are generic containers where the generic container contains the native bridge exposure points while hybrid applications exploiting these bridge points can be retrieved from an enterprise server (most of these are targeting business-to-employee solutions though).