As a solo developer, it's hard for me to gauge exactly where we are on the 'app' technology trajectory. My enthusiasm for any native mobile endeavour is pretty much shot by now. So, so much work for such little payoff.
Most folks I know will use the 'Big Four' apps for social - Facebook, Instagram, Snapchat and to a lesser extent Twitter. Anything else gets googled. So what opportunity is left? I have no idea - maybe a big one. I can't tell at this point. I don't use apps. The thing is, I wonder if this pessimism existed towards the web in its early days, which obviously turned out to be a huge opportunity for those that didn't dismiss it when things were rough (Browser wars, IE, Web 1.0).