I've held this viewpoint for a long time now, and it's yet to pan out. It's probably worth understanding the two main forces that lead to the browser defeating native desktop applications roughly 10 years ago:

- Developers liked the web for three reasons: write once run everywhere (give or take a few browsers peculiarities), no versioning of the software, and bugfixes are immediate.

- Users liked websites because they didn't want (or weren't able) to install software, and they got a consistent experience across mulitple computers (work + home).

Looking at these, it's clear why native is beating the web right now in mobile. Software is easy to install, and you only have one phone. It's still annoying when you run an app that hasn't been active in a long time and are forced to upgrade on the spot. But that's the only chink in the armor at this point.