- asm.js code runs faster then Java code running through the Dalvik VM on Android (https://blog.mozilla.org/javascript/2013/08/01/staring-at-th...)
- porting and cross-compiling code to JS with emscripten is (arguably) easier then setting up and working with the Android NDK
- the new Javascript LLVM backend in iOS8 Safari runs asm.js code very well, and Safari on iOS8 adds WebGL support
- the web is a the only open software distribution platform without gate keepers (seriously, this is starting to get ridiculous: https://developer.apple.com/app-store/review/guidelines/)
- web apps don't need all the code-signing and certification hoopla that native mobile apps need to go through
- app shops are becoming saturated and have the same or worse visibility problems as the web even though they are 'curated'
- you don't pay the 30% platform tax on the web (or rather: you're free to choose your store front-end)
- in the end, most successful mobile games need so little CPU and GPU performance that it really doesn't make a difference whether they run native or in BASIC, WebGL or Metal
I think that the advantages that a single centralized app-shop offered in the past over the web have already or will erode very fast once they have to manage a very high number of apps, basically modern AOLs but with shitty search engines. The open web is the only way out, even if it just means that multiple, decentralized app shops will be built on which compete with each other.
[edit: formatting]