It is a real world example of https://en.wikipedia.org/wiki/Jevons_paradox

It's an interesting example in that a switch from web/React -> native seems like Jevons paradox from the perspective a developer considering "amount of effort I'd need to put in"

But Jevon's paradox is about consumption of a resource increasing. The resource being "developer effort" but the new supply all running inside GPUs and dev machines. He actually says he decreased their server deployment by 90%.

So on net, did they basically deliver their users a much nicer but functionally equivalent app, which in total now consumes less resources / spends less $ into the economy? And then the $10T question is to what degree this is representative of AI's effect.