Blizzard may not be too worried about Outfitter -- they're planning to add an official Equipment Manager into the game soon (and Tobold makes a point that Blizzard may want addons to be worthless). As far as we've heard, there's no word from the folks behind Carbonite yet -- there's lots of speculation on their forum, but we've contacted them to try and get an official statement. They are the addon that's believed to have kicked this all off -- they were actually charging (and holding up full time jobs) for their addon, and word is going around that Blizzard released these new policies to put the kibosh on them.
We'll have to wait and see on the long term policies of these changes -- a few developers have already called for a strike, though who knows how successful an idea like that would be. We'll definitely see a few devs hold back from working on their addons, but it's unlikely changes like these will shut down the community completely.