Google is using its dominance in search (again) to force sites to offer AMP versions. Like a "reader view", and lacking evidence at the moment, I bet many sites are building AMP versions with faster load times but reduced features to comply. Now Google is saying "Build your entire site according to our spec, or we'll de-rank you on search".
That is a very bold move, and one that would be making front-page news if they said it straight-up in a way that Buzzfeed could write about.