I'm curious what you think about the issue of mobile apps and scalability (in terms of having a distinct app for everything you do on your phone).
The argument is that users won't want to install a separate app for all the various things they do on their phones (especially not the things that they don't do often) and would perhaps favor a mobile website instead.
You have some users who hate the idea of installing loads of things and those are generally users who have the phone for having the phone sake. They're users that have been forced to migrate to smartphones from featurephones. You also have the social users who like being able to talk about their apps with their friends and share via the different services available. For those users, which often overlap the more 'ignorant' users, what they simply want is a reachable recognisable service they can use anywhere.
The argument that users don't/won't install lots of apps on their phones is simply wishful thinking. The reality is exactly the opposite of that. Users that have traditionally struggled with various features of the internet in browsers are able to do what they've always wanted in apps with far more ease. Even despite the a lot of the Mozilla community being dead-set against using a native UI, they've pushed on and will eat more market share as a result due to the instantly recognisable interact they'll get as they launch the app rather than waiting for the interface to load on XUL/HTML/JS/XML that just aren't as quick.
You also have to take into account that with a website, you have no one to run to. Users generally feel ignored, where as with the social aspect of any app market users feel like they're patt of a community.
Anything that currently states users prefer websites over apps is incredibly ignorant of the facts. A prime example is with Twitter. Tweetdeck on desktop and mobile shows far more usage than that of the website. As does Ubersocial and in fact their own apps. There's a firm desire on the parts of many to see people use the web over apps but those are merely desires of a small percentage.
The argument is that users won't want to install a separate app for all the various things they do on their phones (especially not the things that they don't do often) and would perhaps favor a mobile website instead.