I was deeply involved (the main dev) on an AMP implementation. The experience raised an awful lot of questions about the effect AMP has on the open web. While doing the implementation I was invited to Google to go to one of their workshops on it and was able to ask the engineers point blank about this exact thing and they pretty much danced around the topic.
AMP is one of those technologies that if I was ever asked to implement again I would take a very strong stance against doing. It's bad for search, it's bad for those with fewer resources to buy into it, and it's bad for the open web as a whole.
The lessons AMP provides as a technology (speed, performance, etc.) can all be easily applied without Google's help.
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