> Everybody will slowly move to "web only" as 30% would kill their ability to compete with anybody else.

Frankly, yes, please. I mean, I'm biased as my whole career is in web app development, but there are so many things these days that do not need a whole native app. They're just communicating with a server backend somewhere, using none of the unique native functionality of the phone (much of which is available in browser APIs these days anyway). I can block ads in a web app much more easily. It's much harder to do customer-hostile things like block screenshots in a web app.

Native apps definitely have a place, but I think they're very overused, mostly for reasons that benefit the business at the expense of the customer.