Mobile apps offer a superior experience. Reading on mobile is better (e-readers) and that was the main thing that pushed the web forward. Apps are also superior, not just the speed/polish, web will get that too, but because of the limited screen space, apps are forced to become more utilitarian, and hence better for the user.
Here's a talk explaining this http://www.youtube.com/watch?v=NjE_Or4VIlU
Mobile, expecially tablets, bring back many of the superior experiences, like books, 90s style cd-rom apps, physical newspapers, that the browser pushed aside for many people. 'Long form' longer attention span activities will predominate.
The losers in this - aggregators such as search engines (google - replaced by wikipedia app etc.) and private social networks (facebook - replaced by peer to peer mobile apps)
the winners - creators - writers, artists, productiviy software developers, and game developers
A new type of app - hybrid between book-documentary-game-todolist, will become particularly important (a gamification of work).