I think there is a big potential that they will do a partial clawback of what is delegated to some of the apps, maybe leaving more for those who have been developing their apps the most and using their delegations efficiently, and then a distribution to some of the fastest growing/strongest communities that pop up to spur interest in the user-side of things after the apps have been given some time to mature. I do not think they want the apps to collapse completely in the absence of their delegations, however, because undoubtedly many users and communities will continue to rely on their use.