I agree. I think it also has the potential to help motivate developers to write native UI rather than use electron.
Currently if for your market, your primary target platform is the web, but other platforms are still important, going electron might make sense because you really don't want to write your business logic natively for each platform.
Web assembly allows us to use the same native libraries for all our business logic and data models, which besides being more performant, means we only need to be willing to write the UI natively on top of those libraries. We've actually taken (very) old desktop C++ code, and compiled it to asm.js and ran it in our web app, and then rendered its outputs with webGL onto a canvas and have had surprisingly successful results. This makes the prospect of WASM becoming standard across the board very exciting.
Now let's hope we don't decide to replace our native desktop app, that uses this old C++ library, with an electron app of our web app, running the asm.js compiled library :).