I think Facebook is an instructive example here. They tried for a long time to make their native app (for Android, anyway) just a wrapper over the mobile web client, but they could never get the performance all the way there. They went native and have seen great results. They resisted as long as they could but eventually the products had to diverge. I'd say 80% of developers who choose native do so for performance, a…
Sure, native apps have better performance on mobile. But the same thing is true on desktop, yet the web somehow stays popular on desktop. That suggests that the behavior of platform owners (Apple and Google) is the real reason for the popularity of apps on mobile, and performance is just a distraction.
We've also been pushing for web app models as developers as a collective quite hard. Not so much with the mobile side of things (all got dollared eyes maybe?) We will likely see a push back into the web side of things once mobile browsers become less painful to use and more powerful in what they can do.
In other words, "decline of the mobile web", yea right. (don't forget half the article was about how we're spending more and more time in mobile web over desktop web.)