The evidence that visitors find bloated pages an issue is slowly growing, from Amazon quantising the financial loss of slower loading pages [1], to more recently, Life Hacks taking advantage of GDPR-triggered quicker-loading less-bloated European-versions of news sites [2].
I guess the question worth asking is if a non-AMP page is objectively more-performant than an AMP version, does Google prefer the publisher to keep the slower AMP version?
In a sense AMP is user-focused, validating Jakob Nielsen's prediction of the end of Web Design, because "people spend more time on other sites" [3].
[1] https://www.fastcompany.com/1825005/how-one-second-could-cos... [2] https://lifehacker.com/to-make-websites-load-faster-browse-t... [3] https://www.nngroup.com/articles/end-of-web-design/