> 2. Consumers don’t want web games. The UI just isn’t there yet. You misclick out of a tab and lose progress or get distracted / start browsing another tab. Also to do with the ephemeral nature of a browser tab.
Fullscreen mode mostly solves the misclick problem. PWAs solve it entirely. Do consumers care at all about what the underlying technology is.
> 3. Unity’s dev network effects are too large. People who know how to make games use unity. People who want to make games therefore learn unity. It’s a flywheel.
There's Unity web. And people who really know how to make games can also use e.g. Unreal, which as compiled for web for ages.
> 4. Something psychological about downloading an app and seeing it on your Home Screen leads to retention.
PWAs can install to Home Screen.
[1] There is admittedly one company unable to implement modern web tech.