I believe it has more to do with having a great user experience than to do with whether it's a native app or a web app. Figma was convenient and way ahead of it's competitors. The thing that made it stand out was the collaborative features and the extension ecosystem. The features it didn't have were launched by highly motivated people as extensions. It made both collaboration and working fast extremely simple. Both collaboration and extensions are features that can easily be added to a native app. I love figma but I do miss the ability to be able to work offline.