I'm not sure what part of this you think I'd disagree with, if just looking at the microcosm of Sketch to Figma. In other words, the ease of sharing and collaborating via a URL I think is the underlying reason office suite software has become successful.
But I suspect you're arguing against the wider arch of the point I'm making (that design no longer requiring as sophisticated features helped facilitate the transition to the web-based software). If I have that right, I suggest making sure that your hypothesis about motivations behind the market transitions also incorporates the transition from Photoshop to Sketch. Because that transition (which preceded the transition to Figma) made every problem you're describing worse. Which means for example that you can't attribute the transition from Photoshop to Sketch to Figma just to the URL.
But I suspect you're arguing against the wider arch of the point I'm making (that design no longer requiring as sophisticated features helped facilitate the transition to the web-based software). If I have that right, I suggest making sure that your hypothesis about motivations behind the market transitions also incorporates the transition from Photoshop to Sketch. Because that transition (which preceded the transition to Figma) made every problem you're describing worse. Which means for example that you can't attribute the transition from Photoshop to Sketch to Figma just to the URL.