What's going to be interesting to me, now, is whether or not this will cause developers (more specifically, service and not game developers) to start to look more seriously at web-only apps, as opposed to native.

You're thinking, "the performance of web apps doesn't at all compare to native apps," and you're (mostly) right. Web apps tend to feel a bit slower and less responsive. But if we can get one "hero" (i.e., popular web-only app) then people will learn to accept/ignore that the performance isn't quite the same as what they get when they download an app — and that would be good for the whole mobile web ecosystem.

And, of course, as mobile browsers (fairly quickly) advance, the performance will increase significantly and the difference will be less noticeable.