What most people dont get:

Most of folks on HN here are much older than todays "first customers" of 16y/17/18

For them: The "Smartphone is the internet", while for most of us the "Smartphone is an extension of the internet from our desktops" that we were used to (remember the years before dot com bubble, saying: "I will be down in the basement at the computer to surf on the net little bit" ? :-)

But today, the very first touchpoint with "the internet" for younger folks is a smartphone display. The even do homework on this small screens!

Companies are seeing this switch, so they adapt.

Personally, a service which is "only an app" will be not used by me as I prefer to have a larger screen with more information (actually I use my mobile phone only when Im in public transport or similar, at home I have a notebook laying around if I need something)