Looks like you’re looking for a reason but none of that was announced or even hinted as happening on macOS. They have one of the best Mac native app, I doubt it’s part of their plan.
Before this thread, I never considered they might deprecate the native app, but there seemed to be a lot of premonition here that it’s on the horizon.
I wasn’t actively looking to find a replacement, but I was certainly not happy to see them taking venture funding. That’s great in some contexts, but explicit pressure to grow revenue enough to support 500 people and pay back a bunch of venture capitalists isn’t very conducive to writing quality software.