I know this is really only applicable for a few cities, but speaking for myself: as a consumer, I don't want webapps right now. AT&T's network sucks hard in NYC, and even if it didn't, a very large portion of the time I spend with apps on my phone is when I'm killing time on the subway. Offline is important, and while we're starting to solve that with some of the browser tech he pointed to, it really isn't there yet in a form that's competitive with native apps.