AMP is a feature that users love. The difference between the two is that here there's a much higher ratio of developers, and most users don't realize when they are using AMP. If you gave them a comparison of a fast loading light page or not (just compare a site's page pre and post them deploying AMP capability), I'm confident this would be easily shown.
There are some problems with AMP, and there are some problems with how Google utilizes it, but it does help the problem of page bloat and slow loading pages.
> React's licensing switch was a liberation, this feels like appeasement.
A lot of the complaints are about Google's control over AMP, and how they might change it in the future in directions that are harmful for the minority. This does address that somewhat. I see them as very similar. Both are projects where a large company spurred release for their own reasons, but had to make it more open to appease the public and actually get more of the adoption they wanted.