It seems a lot of problems in technology can be explained by a conflict, often between the cathedral and the bazaar, over who is going to control the market of a natural monopoly; in this case, it's native apps versus the open web. (This isn't to say that a new third alternative won't supplant them both in mobile.)
ok, once again: why does this apply only to mobile?
There is no such thing as "open web".
In native apps we can use different language-compilation options, but the web is locked and closed to JS or compiling to JS.
Interesting how that famo.us appears in the text out of the blue, specially considering that the last famo.us meetup I attended they made it pretty clear that SEO was still a problem to be solved