It Is All About Friction
Does it irritate you when you have to go through a 100 clicks before actively using an app you just installed? It surely aggravates me and most the times I end up leaving it halfway to never go back to the app again. This is a major set back for most of the native apps where the "app install friction" as they call it, is quite high.
Progressive web apps on the other hand have much less friction because the device you are using actually wants you to install the web app. But the fact that some users have access to "Android Instant Apps" tells a different story. Having to use an app without installing it is a major update towards easy access to the apps for the users.