it's because you're the product and they want the designs i think

I don't think so. They can already track popularity very effectively because they control makerworld, and they could have Bambu studio, the app, and the printer phone home too. I don't think they care enough about the tiny tiny minority of users running orca with a LAN only printer.

More likely, it's technical incompetence. It's just easier (for their cloud) to send everything through their cloud