And they're rational to do it this way. These companies shipping apps to millions of people all came to the conclusion that investing in native Mac software is not worthwhile to their business. Users don't avoid Electron-based products, and building native Mac apps slows you down. It's easier both technologically and organizationally to ship your web site as an Electron app. It costs less and you don't lose any users.
So I would be surprised to see _any_ popular Electron app get design updates to accommodate these changes.
As a user it makes me sad, but I find myself blaming Apple for losing this fight, not the hundreds of successful companies that all somehow make the same choice. If building native were an advantage, people would take it.