It doesn't seem like that necessarily conflicts with native apps dominating smartphone usage - there's a significant number of use cases where a user wouldn't use an app, such as reading news articles linked from an app like Feedly. Mobile use is growing fast enough (and desktop is flat to shrinking) that a doubling of web usage may just represent the overall shift in usage patterns (i.e. desktop consumption of web moving to mobile.)

Slide 16 supports the apps over native story: app revenue is dominating browser advertising on an increasing basis.