In some cultures I've seen, people use almost exclusively the Facebook and Messenger apps to access the Internet. I am already persuaded that apps are competition to the web, but of course I would welcome any data that Google would publish. I would be interested to hear what specifically you find poorly implemented or hostile about AMP. I've heard of many criticisms and I wonder which ones you agree with, especially in the light of recent developments (web bundles and the fact that AMP is no longer required to be in the Top Stories carousel on a Google SERP).