Doesn't feel that notable. The friction of a native app download vs just using the web means that an app is rarely the right answer for shopping. Makes sense to ditch the app and focus on web.
If Apple supports progreasive web-apps this decade I'll eat my hat.
It does nothing for their business and cuts off their revenue streams. It's simply a bad idea for them.
I'd be curious to see what WASM means for progressive web apps on Android, however. There Google does benefit but it does weeken their platform by making competing hardware like Samsung's Tenzen or the near-death Windows Phone far more viable.
So the question becomes, is Google invested in Android specifically or simply the existence of mobile that they can profit from?