like there is a competition... few companies have great websites/web apps and if a native app worked, people will not abandon it for a web version of course... the competition you claim web apps lost (even on android) has not yet even started :)
in a very huge article-like top level comment I wrote about how this "install" web apps is misleading and comparing native apps directly to web technology
web technology is not all about apps... I just checked one good example: hover.com has no native app, never had... they made the website work on all screen sizes.
actually I never cared if they have web manifest implemented so that I can switch them to standalone (web app, vow)... now I see I could do this but I will not because this particular domain I choose to use NOT standalone (not as an app) but from the browser... it is a well written website that could be used standalone but since I rarely use it and from linux desktop, I do not care
actually, web manifest is a draft not a web standard yet: https://www.w3.org/TR/appmanifest/
all it does (what some people love to call "install") is initiating standalone usage and you can get a home screen button
each and every web capability practically has its own standard... caching and offline websites are possible via service workers, orthogonal to standalone and "web app"
what I want to say it is not that simple that web app vs. native... hover does not pay Apple or Google because they were capable of responsive design... if you use a service like it every day or standalone is crucial or your choice of using it, use it that way, it is still run in your chosen browser sandbox whether you hide browser UI or not
it is about choice and it is about the future... what I can tell you knowing web capabilities well, 99% of the time it is possible to deliver the same experiences with a browser as native apps deliver
the web is an alternative, even for standalone experiences (apps)... it may be like linux and stay niche or become like chromium
time will tell