From the perspective of a service connecting eyeballs with the thing they're looking for (and some ads along the way), AMP is a relatively anodyne amplification

From the perspective of a service connecting eyeballs with the thing they're looking for (and some ads along the way), AMP is a relatively anodyne amplification on top of caching strategies. "Hey, build good, easily parsed and managed pages and we'll make everything Way Way Faster" is the argument. To be clear, I'm not saying that it is necessarily representative of reality, but that's the idea.