I read a while ago that Steve Jobs never wanted the idea of an App Store on iOS, as he believed webapps and web based services would evolve naturally without any added infrastructure, whereas an App Store would require extreme development effort and infrastructure from Apple.
Obviously he was wrong, and the App Store exploded once it was added.
However, I believe long term his idea is correct, it was just wrong timing. Webapps have only gotten more and more powerful as time has gone on, and they do not require any explicit download from the user and can be updated automatically by the developer. More and more access to the devices physical resources is slowly being added as the years go on, and it’s only a matter of time until more and more are added.
I will admit for scenarios like games or resource intensive computing where access to bare metal is necessary, I’m not sure webapps will be able to fill that void. But for most everything else I see the web as a the future, while mobile apps are the temporary means to an end while browser APIs and capabilities catch up