I'll take a stab at it. What is the web, really? Gotta be stuff you see and interact with in web browsers right? Sure, you can get to HN, YouTube and Instagram in a browser. But by traffic for example, how much of activity on HN, Instagram and YouTube combined is through a browser? I mean, gotta be pretty low...like 5%? Just a guess, but remember all the app usage and TV usage for those sites is pretty big.
So if 95% of traffic/users/whatever metric are not using a web browser for those activities, is it really the web? It can't be called the web just 'cause they use HTTPS. It's gotta be a 'world wide web' experience, which I think a good proxy for would be using a web browser.
I got no horse in this race, just thinking out loud about it.