I'm surprised when I read discussions about AMP on HN (typically carrying a negative tone regarding AMP) without anyone mentioning an obvious competing concept: Facebook Instant Articles.
Here is an excerpt from Facebook's FAQ on instant articles:
> Rather than loading an article using a web browser, which takes over 8 seconds on average, Instant Articles load using the same fast tools we use to load photos and videos in the Facebook app
Facebook has drawn a line around the open web and stamped it as slow compared to Facebook's proprietary content delivery system. If nothing else, AMP is a timely wakeup call for content publishers: if you like the open web, better start producing content that loads quickly on a phone over a 3G network. Otherwise, we will incrementally lose openness at the behest of users who will demand the superior experience of channels like Facebook Instant Articles.