"still struggling to deliver a good mobile solution"

I think that would be irrelevant. But I don't agree that's what happens. They produce an alternative version of the site and additional code, that makes it worse than what they had to begin with. It makes the site a worse place to end up on from search, so it's ranking got nerfed. As much as I sometimes disagree with changes to google algorithms and their position, I think this change is both technically and socially correct. Everyone who didn't spend time and money making their website worse - wins.